Technologies
Google and Qualcomm Tell Me That Gemini Will Be Project Moohan’s Secret Weapon
How much closer are we to smart glasses rivaling Meta’s Ray-Bans?
While Meta’s Quest line of headsets has dominated the virtual reality space, mixed reality — using digital displays overlaying the real world — is a new frontier that’s just starting to be explored, going beyond the new Meta Ray-Ban Gen 2 to devices more akin to the Ray-Ban Display glasses. That’s where Google’s Project Moohan MR display aims to make headway. Unlike its prior efforts in the space, like Google Glass, the company hopes to gain an edge by partnering with Qualcomm and Samsung to bolster its chances.
At the Snapdragon Summit 2025 in Maui, I sat down to chat with Sameer Samat, Google’s head of Android, and Alex Katouzian, Qualcomm group general manager of mobile, compute and XR, to check in on Project Moohan and how the broadening of Android and Gemini coalesces with their collaboratively built headset. Which, despite CNET Editor at Large Scott Stein getting hands-on time with an early version of it last December, is still in development.
«We’re super excited about the device coming along really nicely,» Samat said. «We’re definitely getting closer.»
It was clear to Snapdragon Summit attendees that Project Moohan is still in development. The headset was quietly tucked into an easily missed corner of the event, shown off for only a couple of hours under glass and out of anyone’s hands. But Samat was bullish about the progress made in the last year, which has «subtle but very important refinements to the hardware,» he said.
Read more: You Got Your Phone OS in My Laptop! Here’s How Android and ChromeOS Will Merge
Design-wise, Samat explicitly pointed to improvements in the weight balance, ensuring the ergonomics are correct and that the light ingress is where it should be. Where the weight is balanced is crucial in the design of smart glasses that are expected to be worn for hours at a time. When the Apple Vision Pro launched in early 2024, CNET’s Stein noted that the headset felt top-heavy after only half an hour when using the standard single strap. However, using the dual strap was more comfortable, but, in his words, «Looks like the headband on my CPAP machine.» In summary: «A bunch of changes there that I don’t think you see when you look at it, but when you put it on from before and after, I think people would very much notice,» he said.
«I saw early prototypes until now, big difference,» added Katouzian. «I think the weight and the balance is really good and mechanically very well designed.»
Project Moohan uses Qualcomm’s XR2 mixed reality chip. The company worked with Google and Samsung to optimize everything, Katouzian said.
The software has come a long way, Samat continued, and he was quick to affirm that there’s been a lot of refinement in incorporating Gemini into the headset. That loops Project Moohan into the drum Qualcomm and Google were beating throughout Snapdragon Summit 2025: the Gemini experience that uses multiple large language models to answer queries will be an increasingly significant part of using devices, from phones to laptops to headsets, going forward.
«What would happen if, in the user experience, your AI assistant can see and hear what you’re hearing … if they could see the same virtual world as you at the same time, and you could ask them to walk through and explore that world with you?» Samat said. «I’m playing around a lot with that. Even to explore places, like you go somewhere in [Google] Maps and then you walk around and ask questions of Gemini and just explore an entire city with it.»
Bringing contextual information to the screen while going about your day was the dream of older experiments, such as the Google Glass mixed reality glasses released in 2013 and the 2016 Google Daydream, which turned your phone into an augmented reality headset. Samat obliquely referenced these, saying the company has «had our fair share of innovation and being first, but also some things that could have worked better.»
But Samat also pointed to what’s changed in the interim — one of which is computational power from chips like the Qualcomm XR2 that powers Project Moohan. This silicon «opens up another level of fidelity,» he said, pointing to other technical advancements, like optics in the hardware for eye tracking. And AI in general has improved too, with non-Gemini applications that can, for instance, augment Google Photos with uniquely enabled AI experiences in the XR world — experiences that «you’ll see soon enough,» Samat teased.
The companies believe combining Google’s software, Qualcomm’s silicon computational horsepower and Samsung’s ergonomic product design will create something special that fits the mixed reality format better than anything we’ve seen before.
In addition to Project Moohan, Google is exploring a whole range of ideas, including smart glasses. At some point, they’ll take what was developed for its mixed reality headset and shrink it down to something that would more directly compete with Meta’s Ray-Ban Display and others like it. And with Samsung in the mix, there’s a lot of potential.
«The close proximity between the glasses and the phone will bring an advantage that hasn’t been in the market before,» Katouzian said.
Read more: Smart Glasses Are Going to Work This Time, Google’s Android President Tells CNET
If and when a smart glasses collaboration happens, Google has another advantage that might be more appealing than Gemini integration: individual style. Not everyone wants smart glasses from Ray-Ban or Oakley. Google has previously announced that it’s working with Warby Parker and Gentle Monster to presumably put a Project Moohan successor in a variety of frames, which could entice consumers who aren’t fans of wrap-around sports shades.
«The aesthetic of it is super important,» Samat said. «Yes, of course, it’s a piece of technology, but it also has to be something you want to wear.»
Technologies
Google races to put Gemini at the center of Android before Apple’s AI reboot
Google is using its latest Android rollout to position Gemini as the AI layer across phones, Chrome, laptops and cars.
Google is using its latest Android rollout to make Gemini less of a chatbot and more of an operating layer across the phone, browser, car and laptop, just weeks before Apple is expected to show its own Gemini-powered Apple Intelligence reboot at WWDC.
Ahead of its Google I/O developer conference next week, the company previewed a number of Android updates, including AI-powered app automation, a smarter version of Chrome on Android, new tools for creators, a redesigned Android Auto experience, and a sweeping set of new security features.
Alphabet is counting on Gemini to help Google compete directly with OpenAI and Anthropic in the market for artificial intelligence models and services, while also serving as the AI backbone across its expansive portfolio of products, including Android. Meanwhile, Gemini is powering part of Apple’s new AI strategy, giving Google a role in the iPhone maker’s reset even as it races to prove its own version of personal AI on the phone is further along.
Sameer Samat, who oversees Google’s Android ecosystem, told CNBC that Google is rebuilding parts of Android around Gemini Intelligence to help users complete everyday tasks more easily.
“We’re transitioning from an operating system to an intelligence system,” he said.
As part of Tuesday’s announcements. Google said Gemini Intelligence will be able to move across apps, understand what’s on the screen and complete tasks that would normally require a user to jump between multiple services. That means Android is moving beyond the traditional assistant model, where users ask a question and get an answer, and acting more like an agent.
For instance, Google says Gemini can pull relevant information from Gmail, build shopping carts and book reservations. Samat gave the example of asking Gemini to look at the guest list for a barbecue, build a menu, add ingredients to an Instacart list and return for approval before checkout.
A big concern surrounding agentic AI involves software taking action on a user’s behalf without permissions. Samat said Gemini will come back to the user before completing a transaction, adding, “the human is always in the loop.”
Four months after announcing its Gemini deal with Google, Apple is under pressure to show a more capable version of Apple Intelligence, which has been a relative laggard on the market. Apple has long framed privacy, hardware integration and control of the user experience as its advantages.
Google’s Android push is designed to show it can bring AI deeper into the device experience while still giving users control over what Gemini can see, where it can act and when it needs confirmation.
The app automation features will roll out in waves, starting with the latest Samsung Galaxy and Google Pixel phones this summer, before expanding across more Android devices, including watches, cars, glasses and laptops later this year.
The company is also redesigning Android Auto around Gemini, turning the car into another major surface for its assistant. Android Auto is in more than 250 million cars, and Google says the new release includes its biggest maps update in a decade and Gemini-powered help with tasks like ordering dinner while driving.
Alphabet’s AI strategy has been embraced by Wall Street, which has pushed the company’s stock price up more than 140% in the past year, compared to Apple’s roughly 40% gain. Investors now want to see how Gemini can become more central to the products people use every day.
WATCH: Alphabet briefly tops Nvidia after report of $200 billion Anthropic cloud deal
Technologies
Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to ‘drive into standing water’
Waymo issued a voluntary recall of about 3,800 of its robotaxis to fix software issues that could allow them to drive into flooded roadways.
Waymo is recalling about 3,800 robotaxis in the U.S. to fix software issues that could allow them to “drive onto a flooded roadway,” according to a letter on the National Highway Traffic Safety Administration’s website.
The voluntary recall is for Waymo vehicles that use the company’s fifth and sixth generation automated driving systems (or ADS), the U.S. auto safety regulator said in the letter posted Tuesday.
Waymo autonomous vehicles in Austin, Texas, were seen on camera driving onto a flooded street and stalling, requiring other drivers to navigate around them. It’s the latest example of a safety-related issue for the Alphabet-owned AV unit that’s rapidly bolstering its fleet of vehicles and entering new U.S. markets.
Waymo has drawn criticism for its vehicles failing to yield to school buses in Austin, and for the performance of its vehicles during widespread power outages in San Francisco in December, when robotaxis halted in traffic, causing gridlock.
The company said in a statement on Tuesday that it’s “identified an area of improvement regarding untraversable flooded lanes specific to higher-speed roadways,” and opted to file a “voluntary software recall” with the NHTSA.
“Waymo provides over half a million trips every week in some of the most challenging driving environments across the U.S., and safety is our primary priority,” the company said.
Waymo added that it’s working on “additional software safeguards” and has put “mitigations” in place, limiting where its robotaxis operate during extreme weather, so that they avoid “areas where flash flooding might occur” in periods of intense rain.
WATCH: Waymo launches new autonomous system in Chinese-made vehicle
Technologies
Qualcomm tumbles 13% as semiconductor stocks retreat from historic AI-fueled surge
Semiconductor equities reversed sharply after a broad AI-driven advance, with Qualcomm suffering its worst day since 2020 amid inflation concerns and rising oil prices.
Semiconductor stocks fell sharply on Tuesday, reversing course after an extensive rally that had expanded the artificial intelligence investment theme well past Nvidia and driven the industry to unprecedented levels.
Qualcomm plunged 13% and was on track for its steepest single-day decline since 2020. Intel shed 8%, while On Semiconductor and Skyworks Solutions each lost more than 6%. The iShares Semiconductor ETF, which benchmarks the overall sector, fell 5%.
The sell-off came after a key gauge of consumer prices came in above forecasts, and as conflict in Iran pushed crude oil higher—prompting investors to shift away from riskier assets.
The preceding advance had widened the AI opportunity set beyond longtime industry leader Nvidia, which for much of the past several years had largely carried the market to new peaks on its own.
Explosive appetite for central processing units, along with the graphics processing units that power large language models, has sent chipmakers to all-time highs.
Market participants are wagering that the shift from AI model training to autonomous agents will lift demand for additional AI hardware. Among the beneficiaries are memory chip producers, which are raising prices as supply remains tight.
Micron Technology slid 6%, and Sandisk cratered 8%. Sandisk’s stock has surged more than six times over since January.
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