I. Industry Development
[Code Hints at Samsung (SSNGY) Launching Smart Ring for XR Devices]
On November 12th, news surfaced that a ring gesture string for glasses appeared in the latest version of Samsung’s Galaxy Ring Manager app, suggesting that the Android giant is attempting to use a smart ring to change the interaction of XR devices, providing a new approach for the industry.
From a technical ...

November 14th news: According to media reports, Microsoft (MSFT) CEO Satya Nadella recently revealed in a podcast that the company plans to leverage access to OpenAI’s custom AI chip development to accelerate its own AI chip development process, aiming to overcome the current slow progress of its self-developed chips.
Pushing for AI Chip Development
Nadella stated that even if OpenAI innovates at the...

According to data released at the 2025 China Robot Industry Development Conference press conference, the national robot industry revenue increased by 29.5% year-on-year; industrial robot production reached 595,000 units, and service robot production reached 13.5 million sets, both exceeding the total output of 2024.
In industrial settings, humanoid robots are working alongside factory workers ...

I. Industry Development
[Roblox (RBLX) Daily Active Users Exceed 150 Million, Significant Growth Outside North America]
Roblox recently released its Q3 2025 financial results. Revenue increased by 48% year-over-year to $1.4 billion, with subscription revenue (total purchases of the virtual currency Roblox) increasing by 51% year-over-year to $1.9 billion. Daily active users (DAU) reached 151.5 millio...

According to reports, Snap Inc. (SNAP) is in talks with several potential investors, including the Saudi Arabian Public Investment Fund (PIF), to raise at least $1 billion for its AR glasses division, Specs, to accelerate the development and market deployment of its AR glasses products.
Accelerating Capital Investment in AR
Sources familiar with the matter revealed that the Saudi Arabian Pu...

It has been learned that OpenAI has invested a massive $38 billion to purchase computing power from Amazon Web Services (AWS), a leading cloud infrastructure provider, and will immediately utilize Nvidia chips. This diversified cloud cooperation strategy may signal an impending IPO.
$38 Billion Computing Power Cooperation Agreement Reached
According to the agreement already signed, OpenAI...

It has been learned that the World VR Industry Conference was recently held as scheduled. This industry conference has become an important window for cooperation and exchange within the global virtual reality industry, providing a good platform for gathering global market, technology, and intellectual resources.
Building a Platform to Share New Achievements The two-day conference featured...

I. Industry Development
[Meta (META) EssilorLuxottica’s Q3 Revenue Exceeds Expectations, Strong Consumer Demand for AI Glasses]
Ray-Ban maker EssilorLuxottica reported a 12% increase in third-quarter revenue to €6.87 billion. The company said wearables, including Meta products, accounted for over 4 percentage points of this growth.
EssilorLuxottica stated that consumer demand for AI-enabled glasses remains strong ...

On October 23rd, tech giant Amazon (AMZN) announced its “Amelia” smart glasses on its official blog. These glasses feature a built-in display and an always-on camera to assist drivers while driving.
“Amelia” smart glasses have launched. Designed specifically for Amazon delivery specialists, they provide turn-by-turn directions to the correct address. By integrating artificial intelligence (AI) and heads-up display (HUD) technology, they aim to improve...

Alphabet’s Google (GOOG) announced that an algorithm running on its “Willow” quantum computing chip can be rerun on similar platforms, outperforming traditional supercomputers.
A new quantum chip breakthrough
The algorithm, dubbed “Quantum Echoes,” disclosed by Google in the journal Nature, is verifiable, meaning it can be rerun on other quantum computers at a speed 13,000 times that of the world’s most powerful supercomputer.
The fact t...