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“They’re doing a direct assault on Apple,” Mortonson said, noting that the partnership leverages Google’s extensive AI capabilities and Samsung’s reliable consumer tech hardware.

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Dan Ives, managing director and senior equity analyst at Wedbush Securities, said in an email that Google will try to undercut Meta to focus on the mass consumer market.

“This is a shot across the bow by Google to steal market share from Apple and Meta and signal they are not going to watch this market from the outside,” Ives said.

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Google has also poured enormous amounts of money and time into developing its generative AI capabilities since it acquired Deep Mind, an AI lab, in 2014. Google rolled outGemini, its core AI offering, in 2023. The new Android system will integrate Gemini, bringing features like an AI voice assistant and access to all Android apps to the headset.

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“XR has quickly shifted from a distant promise to a tangible reality,” Choi said in a statement. “We believe it has the potential to unlock new and meaningful ways to interact with the world by truly resonating with your everyday lives, transcending physical boundaries.”

It was expected that Google would eventually challenge Apple and Meta in the wearable tech field, given the potential for growth in AI products, Kessler said.

“We’ve been reminded over the last year that as much as these products in some ways are pretty amazing in terms of their capabilities, there really isn’t anything that stands out, at least at this point, that makes these products required purchases,” he said.

Kessler also pointed to the release of Google Glass in 2013 as a moment when there was considerable excitement over a wearable tech product that eventually tapered out.

Baird’s Mortonson said that the real intrigue is the Android XR operating system and Google’s push into monetizing its AI products — something that will continue to heat up as Big Tech companies compete for market share.

“I think these companies are all trying to position themselves so that they can capitalize on opportunities when they arise,” Kessler added.

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