Google Pivots Smart Home Strategy to Licensing, Licensing Gemini to ADT and AT&T

Google is licensing its Gemini for Home AI platform to third-party providers including ADT and AT&T, allowing them to embed premium features into their own apps and subscription services. The move reflects the company's retreat from hardware-dependent monetization after years of losses on Nest products. Partners gain advanced AI capabilities without building internally; Google captures recurring revenue across partner channels rather than relying on direct Nest sales alone.