Are we in an AI bubble? and will it burst in 2026? More importantly, what will this mean for XR and its ongoing convergence with AI? We address these questions in the first of our five big predictions for 2026.
This post appeared first on AR Insider.
AR Insider & Mike Boland
2026 Predictions: AI’s Bubble Bursts… But the Value to XR Lasts
What’s the Revenue Outlook for Consumer AR?
How are AR glasses expected to sell? What about apps, games, and experiences? And what will be the revenue models that develop? Our latest Behind the Numbers installment looks at projected consumer spending in headworn AR.
This post appeared first on… AR Insider & Mike Boland
Spatial Beats: Google Maps Gets Gemini, VITURE Unlocks Agentic XR
In this week’s roundup, AI data centers‘ literal power grab, VITURE and Nvidia unlock agentic XR, Google Maps Gets Gemini and the Canva of AI launches. We have these and other items from XR and AI realms from Charlie Fink.
This post appeared first on … AR Insider & Charlie Fink
What VR Activities Do Consumers Want Most?
After the last installment of this series examined VR’s top purchase considerations – in both hardware and software/apps – we switch gears this week to look at their most desired activities. What are the use cases and content categories that consumers … AR Insider & AR Insider
How Many XR Devices Did Meta Sell in Q3?
What do Meta’s Q3 earnings tell us about headset unit sales? And what does that in turn signal for aggregate demand and XR sector health? We do some financial reverse engineering.
This post appeared first on AR Insider.
AR Insider & Mike Boland
Spatial Beats: Hits & Misses for the Magnificent 7
In this week’s roundup, the magnificent 7 sees mixed results, while Google and Magic Leap partner for smart glasses and AI-driven layoffs run rampant. We have these and other items from AI and XR realms through the lens of Charlie Fink.
This post appea… AR Insider & Charlie Fink
What are Consumers’ Top VR Purchase Considerations?
When engaged in VR buying decisions, what are consumers‘ top considerations and criteria? We answer this question in the latest Behind the Numbers with original consumer survey data from Thrive Analytics and our research arm, ARtillery Intelligence.
T… AR Insider & AR Insider
Meeting the Moment: Snap Unlocks its Imagine Lens
Just one month after launching its Imagine Lens for Snapchat+ premium users, Snap has unlocked the gen-AI lens for all. This should make it just in time for Halloween costume inspiration, among other things.
This post appeared first on AR Insider.
AR Insider & Mike Boland
VITURE Signals AR’s Retail Imperative
Bucking a trend of online-only sales in the XR universe, VITURE’s latest move is a deal with Best Buy to carry its display glasses in 200 North America stores. Will this inflect sales with the capacity to show rather than tell?
This post appeared first… AR Insider & Mike Boland
Spatial Beats: Galaxy XR Launches, OpenAI Joins the AI Browser Wars
The long awaited Samsung Galaxy XR launched this week, while OpenAI fires the latest shot in the AI Browser Wars with Atlas. We have these and other items from AI and XR realms through the lens of Charlie Fink.
This post appeared first on AR Insider.
AR Insider & Charlie Fink