Peter Smith
⬤ Meta Platforms (NASDAQ: META) is reshaping its hardware strategy for 2026, with AI glasses taking center stage in Reality Labs planning. The CFO recently confirmed the company is deep into next year's budget process and putting much more weight behind AI-powered eyewear. According to recent updates, this product category has become one of the division's biggest focal points heading into 2026.
⬤ Meta isn't offering specific guidance on Reality Labs' operating losses for 2026 since internal budgets are still being finalized. But the CFO made it clear that AI glasses are driving a lot of the conversation. The company's AI glasses sold out multiple times this year, catching Meta off guard and forcing a rethink of how they plan supply. That repeat demand has pushed the company to make sure it can keep up with what customers actually want. Reality Labs still runs at a loss, but META continues betting heavily on next-generation hardware despite ongoing scrutiny from investors.
⬤ The shift also shows Meta is leaning into products that are already showing real user interest. While Reality Labs covers everything from AR and VR to metaverse projects, AI glasses are clearly getting the most momentum right now. The repeated sellouts gave Meta confidence to pour more resources into production, refine the product roadmap, and get ready for wider adoption as AI wearables start gaining serious traction across the tech world.
⬤ These comments give a clearer picture of where Meta's headed in the competitive AI wearables space. By doubling down on AI glasses, the company is signaling where it thinks the real opportunity is. That focus could reshape how Meta allocates R&D spending, influences product timelines, and positions itself against other tech giants racing to own the smart eyewear market. It's a practical move that matches up innovation priorities with what consumers are actually buying.
Peter Smith
