The Wearables Arms Race

Apple developing 3 AI wearables (glasses, pendant, camera AirPods). Meta reviving smartwatch. OpenAI + Jony Ive building AI hardware.

Sources

"title": "Meta reviving Malibu 2 smartwatch for 2026. Health sensors + Meta AI. Ray-Ban Display ~6M units shipped

"title": "OpenAI + Jony Ive's LoveFrom building dedicated AI hardware device. Form factor undisclosed

"title": "Reality Labs has ~4 AR/MR devices in dev. Phoenix MR delayed to 2027

"url": "https://techcrunch.com/2026/02/17/apple-is-reportedly-cooking-up-a-trio-of-ai-wearables/

"url": "https://www.theinformation.com/articles/meta-revives-plan-smart-watch-targets-2026-launch

Introduction