Smart home devices have started to reach the mainstream. While security remains the core, categories like lighting and utility are bringing device interoperability to a growing number of households.

The smart home wars are shifting from hardware and voice assistants to AI strategy. In back-to-back announcements this week, Google and Amazon introduced the next phase of connected devices with AI front and center. Both companies are racing to turn smart speakers and displays into AI hubs and ad ecosystems. Marketers should start testing conversational ads, commerce integrations, and context-driven experiences on both platforms as usage scales and the next dominant household gatekeeper takes shape.