Meta is extending AI's and Muse's services from applications to hardware terminals, attempting to secure a foothold in the consumer-grade AI market before releasing related products under OpenAI. The company's latest smart glasses and pendant devices are prompting the market to re-evaluate its AI hardware strategy.

Intelligent glasses and pendants are advancing in sync.

At the annual Connect conference, Meta stated that by the end of 2026, there will be over 100 different styles of AI glasses on the market. The company also showcased a pendant device named Muse Charm, but the price has not yet been announced.

Meta has previously made progress in the smart glasses market through cooperation with Ray-Ban's parent company, EssilorLuxottica. The company stated that in the coming months, it will introduce Muse into smart glasses, allowing users to directly activate AI agents via voice, enabling hands-free operation.

Stock prices are rising; take action before OpenAI.

This series of announcements has boosted investor sentiment. On Thursday, the stock price of Meta rose by 4.5%, and since the launch of Muse earlier this month, the cumulative increase has exceeded 25%. The market is betting that Meta will have this opportunity to integrate AI services more closely with hardware this time.

The timing of the release is also of great concern. The Connect conference of Meta takes place earlier than OpenAI's developer conference next week. The market generally expects that OpenAI may unveil its long-awaited hardware product. According to reports, this product could be a device similar to a disc speaker.

Market demand and commission model to be verified.

However, there are still doubts as to whether the new device will be able to open up new markets. The Muse Charm is designed to be a portable AI entry point, and Zuckerberg claims it will be equipped with a fingerprint sensor that will allow for direct dialogue with AI agents once activated. But with smartphones already being highly prevalent, it remains to be seen whether consumers will be willing to carry another new device.

Meta still needs to prove that Muse is not just a short-term trend. Zuckerberg stated that the company expects to profit from small transaction fees in the future. However, this model has faced resistance from platforms; Amazon has already prevented Muse from scanning users' websites to make purchases on its behalf, and Perplexity, OpenAI, and Google have also encountered similar restrictions.

Analysts believe that Meta has already provided a clear direction for monetization, which is that most users can use Muse for free, and the company mainly charges fees from transactions completed by agents. Next, the market will focus on whether there will be a sustained demand for AI hardware, as well as whether merchants are willing to pay for such orders.