Overview

• According to EssilorLuxottica, sales of Meta’s AI-enabled Ray-Ban smart glasses surged by 200% in the first half of 2025.
• Meta invested $17 billion in AI infrastructure during the second quarter and now expects its 2025 capital expenditures to reach up to $72 billion.
• Reality Labs recorded a $4.53 billion operating loss in Q2, extending a multiyear run of financial deficits in the division.
• In a blog post and earnings call, Zuckerberg outlined a vision for “personal superintelligence” and predicted AI glasses will become the primary daily computing interface.
• A report from DigiTimes indicates Meta is developing a smartwatch with an integrated camera to serve as a companion device for its smart glasses.