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Snap Specs signs multiyear Qualcomm deal — consumer AR glasses with OpenAI and Gemini ship H2 2026

Snap spun out its AR glasses into a standalone subsidiary (Specs Inc.) in January. Now it locked in the silicon: a multiyear Qualcomm deal to run Snapdragon XR inside consumer Specs shipping second half of this year. Snap stock popped on the news.

The Hardware

Standalone see-through AR glasses. Dual Snapdragon processors, four cameras (two infrared for computer vision), stereo speakers, six-mic array. Smaller and lighter than the 2024 developer Spectacles. Built-in AI assistant with real-time text translation, speech recognition in 40+ languages, and on-the-fly 3D object generation. OpenAI and Gemini are integrated into Snap OS 2.0 — not add-ons, native.

What Developers Can Build

Lens Studio 5.0 (TypeScript/JavaScript) is the SDK. Key APIs: Depth Module for 3D spatial anchoring, ASR for real-time transcription in 40+ languages, Snap3D for generating 3D objects on the fly, Mobile Kit for BLE app connectivity, Commerce Kit for in-glasses payments. Developer hardware access is $99/month ($50 for students) through the Spectacles Developer Program — and everything built today is forward-compatible with consumer Specs.

No consumer price announced. But the Qualcomm partnership signals Snap is done experimenting — this is a real product push.


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