EU regulations could force an Apple Pencil upgrade in early 2027


The iPad Pro with M6 is expected in early 2027 and Apple may release upgraded Apple Pencil models with easier-to-replace batteries in time for new EU regulations.

The European Union mandated in 2023 that consumer electronics must have easily replaced batteries by 2027. One of Apple’s notoriously impossible-to-repair products is the Apple Pencil, which could see some design changes to meet this mandate.

According to the “Power On” newsletter from Bloomberg, Apple is expected to release an updated Apple Pencil Pro and Apple Pencil with USB-C in early 2027. That timing aligns with previous reports of an iPad Pro refresh during the same release window.

No details about the new Apple Pencil models were provided. There isn’t any information about what new features might be introduced or how the design might change to accommodate easily-replaced batteries either.

Due to the regulatory requirements, the entire upgrade could simply be focused around the battery change. Currently, the Apple Pencil is a hunk of plastic filled with glue and is virtually impossible to repair.

Rethinking Apple Pencil design

Apple’s focus on selling what is essentially a plastic unibody stylus means it had no seams, screws, or separation points anywhere. Adding the USB-C port in the Apple Pencil with USB-C that hides behind a sliding mechanism was quite the design change on its own.

Because of the sliding mechanism, the lower-priced Apple Pencil with USB-C may be the easier product to redesign with replaceable batteries in mind. It isn’t clear how Apple might adapt the solid Apple Pencil Pro for the regulation.

To offer a guess, since the Apple Pencil tip is replaceable and offers the single seam in the device, it could also act as an entryway for internal access. Of course, the use of glue would need to be reduced or thrown out entirely.

Outside the iPhone, which has already been designed to accommodate the rules, EU battery regulations will require dramatic changes to some of Apple’s product designs, or necessitate quite clever solutions. It remains to be seen how something like AirPods might meet the regulatory standard.



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TL;DR

Bezos’s Prometheus raised $12B at a $41B valuation from JPMorgan, Goldman Sachs, and BlackRock. It builds AI for engineering physical products with 150 employees.

Prometheus, the AI startup co-led by Jeff Bezos, has raised $12 billion in a funding round that values the company at $41 billion. Investors include JPMorgan Chase, Goldman Sachs, BlackRock, DST Global, and Arch Venture Partners, alongside Bezos himself. Total funding now exceeds $18 billion.

The company is building what Bezos calls an “artificial general engineer,” AI tools designed to accelerate the process from design to manufacturing for physical products. Target industries include computing, aerospace, automotive, advanced manufacturing, and drug discovery. Prometheus currently has about 150 employees.

Bezos co-leads the company with Vik Bajaj, a Stanford medical school professor who previously co-founded Alphabet’s Verily health research lab. Bezos started as a founding investor in late 2024 but became so involved he took an operational role. “I became so impressed by what was happening and the potential that I decided I couldn’t sit on the sidelines and I needed to jump in with both feet,” he told CNBC.

This is Bezos’s first operational role in a technology company since stepping down as Amazon CEO in 2021. Prometheus launched in November 2025 with $6.2 billion in initial funding. The earlier reporting valued the round at $38 billion. The final close came in at $41 billion, a 7.9% markup from the figure reported in April.

The company’s pitch is “physical AI,” models trained on real-world experimental data, robotics interactions, and engineering workflows rather than just text and images. Where most AI companies focus on language or code, Prometheus is targeting the hard science of making things, from bridges to chips. The approach is designed to understand the laws of physics, not just patterns in data.

Prometheus has also sought to raise tens of billions more for a holding company that plans to acquire firms it sees as benefiting from the technologies the lab is developing. That would make it not just a startup but a conglomerate, one that develops the AI and then buys the companies that use it.

Bezos’s broader AI portfolio now spans robotics firms Physical Intelligence and Nvidia-backed Generalist AI, plus his continuing role as Amazon’s executive chair. With Prometheus, he is betting that AI’s biggest value is not in chatbots or code generation but in accelerating the engineering of physical objects, the domain where the physical AI race is attracting its largest cheques.



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