Ray-ban Meta

Spatial Computing Business Newsletter, January 2026

Mobile developers and tech leaders, your spatial computing briefing is here. Stay informed with curated, executive-level news from the frontier of immersive technology.This month, the spatial computing landscape has been redefined by the events of CES 2026, where the battle lines between closed and open ecosystems became sharper than ever. Google has officially mobilized its Android XR alliance, designating XREAL as a lead hardware partner and lighting up the Las Vegas Sphere to signal its arrival. In stark contrast, Meta is pivoting hard—canceling its third-party Horizon OS headset program and executing significant layoffs in Reality Labs to double down on AI wearables and its own hardware. Meanwhile, Apple is steadily filling its content gaps, bringing major entertainment and enterprise players into the visionOS fold. Dive in to see how these strategic shifts and new partnerships are reshaping the market.