AI glasses are emerging as the next major tech platform for ambient, screenless interaction in the AI era.
Big Tech firms like Apple, Meta, Alphabet, Amazon, and OpenAI are competing to lead the shift towards AI glasses.
Investors are looking to gain exposure in the broader AI glasses ecosystem by targeting chipmakers, component suppliers, and software enablers.
The rise of AI glasses signifies a shift from smartphones to devices that offer ambient computing and real-time interaction, driven by the needs of artificial intelligence.