Technologies

Qualcomm’s New AR Chips Point to a New Generation of Smart Glasses

The less power-hungry chips support Wi-Fi 7 and eye tracking. They’re expected to arrive in glasses between 2023 and 2025.

Amid a recent uptick in VR headsets, Qualcomm’s latest chip announcement hints that the next product wave could be AR glasses. At the company’s recent chip-focused event, the newest Snapdragon phone processors were announced, along with a brand-new line of AR glasses-optimized chips that point to a next wave of advanced smartglasses expected to arrive between 2023 and 2025, with possible features including eye tracking, hand tracking and wireless streaming to phones or from the cloud.

The Snapdragon AR2 Gen 1 is a different type of platform than the company’s top-end XR2 processor, which is already in standalone VR headsets like the Meta Quest 2 and Pico 4. The AR2 focuses more on camera and sensor-based processing than on graphics, aiming to improve battery life on smaller glasses. The design is split into three co-processors, which are meant to live in each arm of a pair of smartglasses and also above the bridge. It’s meant to cut down on wires and reduce overheating on future glasses designs.

Glasses using the AR2 Gen 1 may be a lot faster at using cameras for scanning and depth sensing: Qualcomm is promising faster AI for things like object recognition and hand tracking than even the XR2 chip found on headsets such as the Quest 2, but using half as much power as the XR2 chip. There’s nowhere to hide a big battery on a normal-ish pair of glasses, which is why the AR2 Gen 1 aims to be efficient in ways that are reminiscent of the needs of wearables like smartwatches.

The AR2 Gen 1 chip won’t be used for traditional VR headsets. According to Qualcomm, the resolution and field of view in AR glasses using these new chips won’t be as good as what current VR is capable of. Existing AR glasses and headsets tend to have smaller viewing areas and rely on occasional pop-up graphics, versus the expansive full-field graphics and displays VR needs.

Qualcomm is leaning heavily on phones, computers and the cloud to do a lot of the heavy lifting for these future glasses. The chipset includes Wi-Fi 7, and a range of phones running Qualcomm’s Snapdragon chips and the Snapdragon Spaces software platform could be used to wirelessly process AR graphics for these glasses. Essentially they’re wearable peripherals, although the glasses could do some things on their own, too.

Eye tracking on the glasses comes with support for iris authentication, which is handled on-glasses with a dedicated security chip. How that gets used by other manufacturers, however, remains to be seen.

Qualcomm’s already announced a wave of familiar tech names that are onboard to make AR glasses with the AR2 chip, including Lenovo, LG, Niantic, NReal, Oppo, Pico, NTT Qonoq, Rokid, Sharp, TCL, Vuzix and Mi. Microsoft and Adobe are also working on making their software platforms cross-compatible, which mirrors recent partnership news with Meta earlier this year.

Partnerships are necessary, especially for devices like smart glasses that are trying to be useful tools in a world of already well-connected phones, computers, wearables and smart home gear. Microsoft has already announced a partnership with Qualcomm on future AR glasses chips earlier this year, and the AR2 Gen 1 looks like it’ll be a part of that evolution beyond the expensive, business-focused HoloLens 2.

Qualcomm previously worked on chips for existing AR headsets and smart glasses, including the NReal Light, Lenovo’s ThinkReality A3 and Meta’s Ray-Ban Stories. However, Qualcomm’s head of XR, Hugo Swart, indicated in a briefing with reporters that current efforts haven’t been good enough at running long enough on a single battery charge to be useful. (Battery life on nearly all existing VR and AR headsets tends to be under 2 hours at best.)

Dreams of the metaverse are, for the moment, held back equally by hardware and software. While VR headsets are slowly adding AR-like features using passthrough cameras, like in the Meta Quest Pro, there aren’t any all-day AR glasses that are actually any good, although some headsets like the Magic Leap 2 are trying to get closer to being useful for practical business uses. Perhaps Meta, which has been promising its own AR glasses for years, will lean on the AR2 Gen 1 as well for a future product.

There’s nothing available yet that resembles the eyeglass tech sci-fi writers have been dreaming of for decades. Qualcomm’s new chips may not lead to perfect AR glasses, but these chips may lead to improved, wireless glasses of the type that haven’t existed previously. Maybe this wave of AR2 Gen 1-enabled glasses could be the start of the true AR eyewear we’ve been waiting for.

Technologies

Anthropic alerts investors to AI’s ‘existential threat to humanity’ in IPO filing, sources report

Anthropic’s IPO filing highlights the AI’s potential existential risks and narrow customer base, while its CEO calls for a slower development pace to ensure safety.

Anthropic plans to warn speculative investors in its IPO prospectus that its AI models pose a “catastrophic or existential risk to humanity,” several reports said on Tuesday.

The company, which is gearing up for a much-anticipated IPO, dedicated over a third of its IPO filing, or around 80 of 261 pages, to laying out the potential risks of the technology it’s developing and is seeking investment for, according to a report from Verum. It only used 48 pages to discuss its actual business.

The five-year-old company, known for its frontier language model Claude, warned that AI can have “self-preserving behaviors,” including being able to “resist shutdown,” “conceal or manipulate information,” and carry out behaviors “resembling blackmail,” per the Verum report.

The company is pursuing a $2 trillion valuation when it goes public and reported in the filing that it made a net loss of $42 billion in 2025. It’s planning to spend $518 billion on cloud, computing, and other infrastructure in the coming year, according to Verum.

Anthropic also warned that its customer base is extremely narrow, with nearly a quarter of its revenue last year coming from just two clients, two people familiar with the filing told the Financial Times.

AI safety guardrails

Anthropic’s co-founder and CEO Dario Amodei has previously written various essays warning on the threats of AI, including saying the technology will cause “unusually painful” disruption to the job market.

In another recent essay, the CEO urged the AI industry to slow the pace of AI model development, with a three-step plan to reduce how quickly models get better without “sacrificing commercial advantage or the United States’ lead in AI.”

Those calls for a slowdown are somewhat of a “head scratcher” for the sector, to which the market has reacted “pretty resoundingly,” Dan Ives, partner and senior managing director at Yorkville Ives told CNBC earlier today.

“You need guardrails from a safety perspective, but the fact for Anthropic and OpenAI to slow down, if they slowed down, China would just accelerate and win, and I think that’s part of this quagmire that you’re seeing is that there’s some regulatory capture going on. There’s definitely a game of poker, but for Anthropic, they got to continue to put foot on the pedal.”

Ives added that while guardrails are essential, regulation could stifle innovation. That continues to be the “biggest concern within the U.S., which is why we’re in an F1 race,” he said.

Technologies

U.S. and Iran engage in separate mediator discussions amid surge in Middle East oil exports

U.S. and Iranian officials held separate indirect talks mediated by Qatar as Middle East crude exports neared wartime highs, while Tehran awaits a U.S. response to its cease‑fire and sanctions‑relief proposal.

On Monday, American and Iranian representatives engaged in distinct indirect negotiations mediated by third parties, aiming to halt seven months of hostilities while Iran awaits Washington’s reply to an updated cease‑fire proposal and Middle Eastern oil shipments reach wartime peaks.

Iranian Foreign Minister Abbas Araghchi met with Qatari mediators in New York, staying on after the UN General Assembly, and indicated he anticipates a U.S. response by Tuesday. “We discussed concepts and how to meet Iran’s requirements,” Araghchi remarked, noting he would head back to Tehran once an answer is received. “When the Qataris have a reply, they know how to deliver it to us.”

The Iranian plan, initially unveiled during the sidelines of last week’s UN General Assembly, asks the United States to unfreeze Iranian assets, remove oil sanctions and lift the naval blockade of Iranian ports within four to five days, and to commence nuclear negotiations within a week. Tehran links any resumption of traffic through the Strait of Hormuz to the fulfillment of those conditions.

On Sunday, President Donald Trump dismissed the proposal as “unacceptable,” asserting that Iran seeks a rapid agreement due to economic strain. Speaking at the White House on Monday, Trump noted that U.S. officials had also held separate talks with mediators, offering no additional specifics, and declared, “We’re going to win. It’s going to happen fast.”

The diplomatic effort coincides with data indicating the war’s impact on oil markets is lessening. Middle Eastern crude exports have risen this month to near their highest point since the conflict started in February, according to Kpler. The firm noted in a Monday briefing that exports are “just under 80% of pre‑conflict levels.”

The Strait of Hormuz remains far from usual activity. Kpler’s real‑time monitoring recorded a flow of 10,591 kilobarrels per day through the strait on Saturday, compared with a prewar baseline of 17,133 kilobarrels per day.

The ongoing impasse is influencing U.S. fuel markets, where retail diesel prices linger close to a record $6.53 per gallon. The Trump administration is reconsidering an export ban, having recently distanced itself from an earlier iteration of the idea; Kpler estimates such a ban would retain about 1.2 million barrels per day domestically, potentially straining storage capacity.

Technologies

Saudi Red Sea export rebound pushes oil prices down

Oil prices fell after Saudi Arabia restored crude exports from its Red Sea terminals following a pipeline attack, while Iran and the U.S. continue talks over the Strait of Hormuz.

Oil prices fell on Tuesday as Saudi Arabia’s crude exports from its Red Sea ports recovered from an attack on a key pipeline earlier this month. The decline reflects renewed flow from major loading points.

Satellite imagery confirmed a “major operational recovery” at the Yanbu and Muajjiz terminals, according to a Kpler note released on Tuesday. The data shows that 12.5 million barrels were loaded onto nine tankers at Yanbu between Saturday and Monday, restoring activity after a drone strike disrupted the East‑West pipeline earlier in the month.

Riyadh has brought the pipeline’s throughput back to roughly 3.5 million barrels per day, people familiar with the matter told The Wall Street Journal and Bloomberg News on Monday. The line’s maximum capacity is 7 million bpd, indicating that the current flow is about half of its peak.

Meanwhile, U.S. and Iranian officials spoke with mediators on Monday as they attempt anew to negotiate a deal to end the seven‑month conflict. Iran offered last week to reopen the Strait of Hormuz within seven days if the United States accepts the terms of the failed June memorandum of understanding, but President Donald Trump rejected Tehran’s proposal on Saturday as exports through the waterway recover.

Oil flows through Hormuz have averaged 13.2 million barrels per day over the past week, according to Kpler data—about 77 % of the 17 million bpd that moved through the strait before the U.S.–Iran war. The U.S. military continues to protect tankers from Gulf allies and maintains a blockade on Iranian exports.