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Snap to Launch Consumer Smart Glasses in 2026, Taking on Meta in AR Wearables

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Snap Inc. announced on Tuesday that it will release its first-ever smart glasses for general consumers in 2026, stepping up competition against Meta in the augmented reality (AR) wearable market. The new glasses, named Specs, are designed to be lightweight and user-friendly.

Snap, widely recognized for its Snapchat app and AR-powered animated filters, has invested over $3 billion in developing AR glasses over 11 years, according to CEO Evan Spiegel. The upcoming Specs will build on Snap’s prior developer-only 5th generation Spectacles launched last September.

Augmented reality enables overlaying digital effects on real-world images and videos through a camera or lens, creating interactive experiences. Snap aims to expand its product offerings and revenue sources beyond the digital advertising market, which faces uncertainties due to shifting U.S. trade policies.

The company will collaborate with Niantic Spatial, a platform for augmented reality and geospatial tech, to enhance Lens Studio, Snap’s app for creators to design and publish AR lenses for the Snapchat camera and Specs glasses.

Snap’s move follows strong momentum in AR wearables led by Meta, whose Ray-Ban Meta smart glasses—developed with EssilorLuxottica—have gained popularity. Meta continues integrating AI features into its glasses to broaden appeal. Google and other tech giants are also exploring investments in smart glasses.

Apple Developing Custom Chips for Smart Glasses, AI Servers, and Next-Gen Macs

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Apple is advancing its hardware ambitions with the development of specialized chips designed to power future products, including its first smart glasses, AI servers, and next-generation MacBooks, Bloomberg News reported on Thursday, citing sources familiar with the matter.

The tech giant’s reported progress on a low-power chip for smart glasses signals its intent to directly compete with Meta’s popular Ray-Ban smart glasses, a category that’s becoming increasingly central in the race toward consumer wearables integrated with AI.

The glasses-specific chip is said to be based on Apple Watch silicon, emphasizing power efficiency and compact form factors. It has been tailored to support multiple cameras — a key feature for augmented reality (AR) and immersive use cases — and could enter mass production as early as late 2026 or 2027, with TSMC (Taiwan Semiconductor Manufacturing Company) slated as the manufacturing partner.

Beyond Smart Glasses:
Apple is also reportedly working on AI-optimized server chips to support the Apple Intelligence platform — the company’s suite of on-device AI features introduced for iPhones. These capabilities include notification summaries, email rewriting, and integration with OpenAI’s ChatGPT.

The server chips would provide the infrastructure needed to process more complex AI workloads, marking a notable shift for Apple as it begins to build its own AI compute backbone, rather than relying entirely on third-party providers.

MacBook Chip Roadmap Expands:
In addition, Apple is said to be developing new Mac chips, expected to be named the M6 and M7, extending its in-house silicon strategy. Apple’s custom chips have already proven transformative in differentiating its Mac lineup, offering significant performance gains over Intel-based predecessors.

Earlier this year, Apple also unveiled its first custom modem chip for iPhones, reinforcing its long-term commitment to vertical integration — from semiconductors to software.

While Apple has not publicly commented on the report, its steady push into AR, AI, and custom hardware signals the company is not merely following trends — but aiming to shape them.

Anduril to Take Over Microsoft’s $22 Billion US Army Headset Program

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Anduril, a defense technology startup founded by Palmer Luckey, will assume control over the development and production of Microsoft’s $22 billion Integrated Visual Augmentation System (IVAS) program for the U.S. Army, the companies confirmed on Tuesday. Under the new agreement, Anduril will manage production, future hardware and software development, and oversee delivery timelines for the project.

The IVAS program aims to equip soldiers with a mixed-reality headset that combines augmented reality (AR) and virtual reality (VR) to enhance situational awareness and support the command of unmanned systems. As part of the deal, Microsoft Azure will serve as Anduril’s preferred hyperscale cloud platform for all workloads related to IVAS and Anduril’s AI technologies.

Microsoft initially developed its HoloLens technology for use in military headsets in collaboration with the U.S. Army, but Anduril will now take the lead in its execution. The agreement is still awaiting approval from the U.S. Department of Defense.

Luckey, who previously founded Oculus VR, which was acquired by Facebook in 2014 for $2.3 billion, is no stranger to the defense sector. Anduril has also formed partnerships with OpenAI and Palantir to leverage defense data for artificial intelligence training, further strengthening its position in the military tech space. The news comes as Anduril is reportedly in talks for a new funding round that could push the company’s valuation to $28 billion.