Unity Software Offers Day One Engine Support for Meta's Next-Gen VR Glasses

Meta Platforms unveiled Meta VR Glasses, a roughly 100-gram virtual-reality device that will go on sale in spring 2027 for $1,299.99. The headset features a 5K Infinite Display with micro-OLED panels, Dolby Vision and Dolby Atmos, runs on Qualcomm's Snapdragon Reality Elite processor, and integrates Meta AI with eye, voice and hand-gesture controls; a two-part design houses compute, battery and storage in a separate tethered puck. Meta VR Glasses are the first IMAX Enhanced-certified VR device, offering 3D movies and more than 100 immersive live U.S. sports events annually, plus multi-screen workspaces and more than 75 games at launch. The launch comes as Meta's Reality Labs revenues rose 16% year over year to $431 million in the second quarter of 2026, growth that was partially offset by lower Quest headset sales, and as Apple expands Apple Vision Pro into accessibility applications such as eye-based control for power wheelchair drive systems and Alphabet pushes Android XR smart glasses built with Samsung, Gentle Monster and Warby Parker. Meta shares have rallied 17.8% year to date, trailing the broader Zacks Computer & Technology sector's 21.7% return, and carry a forward 12-month Price/Sales of 6.77X versus the Internet Software industry's 4.42X.

Snap Inc. announced partnerships with Nvidia Corp, Salesforce, Inc. and Amazon Web Services on Wednesday to bring its $2,195 SPECS glasses into enterprise environments, pitching the device as a new computer rather than another pair of smart glasses. Under the deal, Nvidia will bring agents built on its XR AI stack to the glasses, allowing them to interpret a worker's surroundings and provide real-time guidance, while Salesforce's Agentforce can help workers identify objects, retrieve information and update workflows and AWS is connecting its AI assistant to tasks such as checking inventory. Trifork and Hololight are developing applications for remote technical support and spatial workstations. Snap has priced SPECS at $2,195, with shipping expected later this fall in the U.S., U.K. and France, and is also introducing SPECS Intelligence, an anticipatory AI service designed to understand users' goals, routines and priorities across iPhone, Mac and the glasses. CEO Evan Spiegel has described SPECS as a computer that puts computing into the world rather than asking people to look down at a screen, and for Nvidia the key question is whether AR glasses become another endpoint where AI agents need continuous visual understanding and inference.