The issue here is that Apple largely make products which reapply their existing subscription services into a new format thus growing their revenue. Google's Nest Home Hub follows this formula too, it delivers Google's services onto a screen in a place which makes consuming these services convenient. Whereby using those services Google earns revenue and the user is further entrenched into Google's ecosystem. Secondly a user may also be encouraged to upgrade to a YouTube subscription for a better experience.
So while there is nothing stopping Apple from producing similar hardware, what Apple lack here are subscription services that aren't already being served by the HomePod.
One might answer that the obvious use for this device is FaceTime and AI. However Apple currently monetises neither of these and for the types of general AI requests that such a device would handle, Apple currently engage OpenAI.
I'll give this rumour credibility if Tim Cook starts dropping hints about it; like he did repeatedly for the Apple Watch, Apple Vision Pro, and Apple Intelligence. Until then it's just another Bloomberg Apple article with no substance - of which they have many, most famously with "the big hack".
Where would a robot arm with an iPad on the end be a better solution than Vision Pro?
On my kitchen counter, where I currently have an iPad Pro that is stationary and I wish nearly every day it would follow me as I move about the kitchen whilst cooking.
A robot arms will only move so much, I don’t see it being able to follow someone around a kitchen.
Speaking for myself, I don't need something that follows me all over the kitchen, just something that adjusts to my movements in a somewhat confined space. Center Stage already does this fairly well when FaceTiming.
...basically
I don’t think a robot would add much to the package. It was perfect as it was.
At least back then screen technology was moving so fast that you could maybe justify that waste. If you bought an iMac G4 and then your next computer was an Intel iMac you would be getting a major screen upgrade.
But now I’d say that the average person doesn’t really have any great need to buy a new display until it physically stops working.