Apple's best defense in the AI race could be winning your home

Apple is rolling out a big update on Monday.

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Apple's defending its distribution moat by setting up one around your home.

At 9 a.m.

ET, the company will hold an event — "Welcome Home" — where it's expected to unveil some smart-home devices as part of its bigger strategy in the space.

Details are scant.

Apple's teaser only includes a catchy tune and someone doing a trendy hobby (cross-stitching).

But according to Bloomberg's Mark Gurman , we'll learn more about HomeView, which will serve as a sort of hub to interact with and direct Apple's smart devices in your home.

It's a big push for Apple into the smart-home market, where it hasn't succeeded as much as rivals Amazon and Google.

But the decision feels more substantial than just taking on Amazon's Alexa and Google Home.

It's been a remarkable few months for consumer hardware.

In September, Meta surprised everyone with an AI device called Charm tied to its buzzy AI agent, Muse .

It also showed off its new VR Glasses , which are lighter and cheaper than the Apple Vision Pro.