

Amazon Bets $33B on Anthropic as AI Funding Hits Historic Peak
A single quarter in 2026 reshaped the AI capital landscape, with four firms absorbing the majority of a record $188 billion.
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A single quarter in 2026 reshaped the AI capital landscape, with four firms absorbing the majority of a record $188 billion.


A single quarter in 2026 produced more AI investment than the entire venture industry raised in most prior years.


AR smart glasses shipments grew 44% in 2025 driven almost entirely by AI-first form factors, with waveguide display technology capturing 38% market share from 13% a year prior.


Snap restructures its AR glasses division into a standalone subsidiary and confirms a consumer launch this year with a purpose-built operating system.


Samsung locks in a July launch date for its first consumer smart glasses, partnering with luxury eyewear brands and running Google's Android XR operating system.


Apple's first smart glasses will function as iPhone extensions with cameras and audio, avoiding the display engineering risk that has constrained competitors.


New Blayzer and Scriber frames target the 166 million US prescription lens wearers, but international buyers face indefinite wait as Meta reports unprecedented demand.