Is Meta (META) Quietly Rewriting Its Hardware Strategy Through Muse-Powered Ray-Ban AI Glasses?

In September 2026, EssilorLuxottica and Meta Platforms, together with Dolby Laboratories, broadened Meta's wearable and platform ecosystem by unveiling next-generation Ray-Ban Meta AI and Audio glasses, expanding to over 100 styles, and adding Dolby Atmos capture on AI glasses plus Dolby Vision and Atmos support across Instagram and Meta's upcoming VR device. The launch of Muse, Meta's personal AI agent, on these AI glasses turns eyewear into a hands-free compute interface, tying AI, commerce, and entertainment directly to Meta's hardware footprint. We'll now examine how Muse's integration into Meta's expanding AI glasses lineup could reshape the company's AI-led monetization and hardware investment narrative.