Rumors Suggest Apple and Meta Are Betting Big on AI Wearables

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The next generation of Meta's Display smart glasses might come with a smart watch. According to a report from The Information, Meta's watch, codenamed Malibu 2, could feature fitness tracking features and AI, but its real purpose is to replace the Display's neural band and act as controller for the smart glasses. If the reports are accurate, Meta Display smart glasses with a smart watch could be available in 2026.

There aren't any other details on the smart watch, so we don't know the price or what features it may have—but I'd be surprised if this rumor doesn't pan out eventually. Meta has discussed the idea of a smart watch before, and it makes sense: If you're going to have a wrist-controller for your glasses, why not give it smart watch features as well? Especially if a glasses-and-watch combo potentially gives users a reason to switch away from their Apple Watches.

Apple is reportedly working on AI wearables too

Speaking of Apple, if the rumors about the company are true, Apple is pushing to release its own suite of AI-powered wearable devices. According to a report in Bloomberg, Apple could roll out smart glasses in early 2027. The company is also reportedly developing an AI-powered pendant that can "be pinned to a shirt or worn as a necklace," as well as AirPods with expanded AI capabilities. The AirPods and pendant will be equipped with cameras designed to "help the AI work" as opposed to taking photos. Apple's smart glasses will reportedly not feature a display, but will feature a higher end camera and superior build quality to Meta's smart glasses. All of Apple's devices are reportedly designed to work with iPhones.

Is the wearable war heating up?

None of this is confirmed, of course. The closest Apple has come to announcing these plans is CEO Tim Cook mentioning “categories of products” enabled by artificial intelligence at an all-hands meeting. However, everything points to Meta and Apple betting that consumers want a collection of connected AI-wearables. Each company is taking a different approach to hooking users into their ecosystem. Apple seems to be betting on devices integrated with iPhones and controlled with the kind of camera-based tech that powers the Apple Vision Pro headset. Meta seems to be aiming at replacing phones with an in-glasses display, and a biometric control scheme that works with muscle movements, like the existing neural band.

Both Meta and Apple seem to be competing to go beyond a screen or smart glasses to become the next interface for your life—but do people want that? Are consumers excited enough by the prospect of always-available AI and tied-together devices to buy them? That's the big question, and the answer is anything but certain. Both Apple and Meta have made big bets on virtual reality, and, despite both companies' VR devices being excellent, neither seems to have captured the market in way these firms would have liked. So, as they say, stay tuned.

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