AI meets AR: How Rokid Glasses bring multilingual, real-time intelligence to smart eyewear globally
Updated
March 3, 2026 3:50 PM
Rokid's smart glasses. PHOTO: ROKID
Rokid, a Chinese company specializing in AI-powered smart eyewear and human–computer interaction, has rolled out a major software update for the international version of its Rokid Glasses. This update makes it the first smart glasses manufacturer to natively support Google’s Gemini, alongside three other leading large language models: OpenAI’s ChatGPT, Alibaba’s Qwen and DeepSeek.
The integration is powered by Rokid’s device-to-cloud architecture, which enables users to switch between AI models on the fly. In practice, this means a traveler can receive a real-time translation in Japanese using one AI model, then quickly switch to ChatGPT to answer a technical query—without noticeable delay. The system also supports multi-modal inputs like voice and gestures, making interactions more intuitive for everyday use.
This is more than a routine software update. By combining AI models from both U.S. and Chinese developers, Rokid is making its smart glasses relevant to global users, with features that adapt to local languages and preferences while maintaining high performance.
These technological advancements have directly fueled Rokid’s international growth. Between November 2024 and October 2025, Shangpu Group data shows Rokid Glasses ranked No.1 in global sales for AI glasses with display functionality. Crowdfunding milestones further reflect this momentum: the product became the fastest smart glasses to raise over 100 million Japanese Yen on Japan’s MAKUAKE platform and broke Kickstarter records for smart eyewear.
Taken together, Rokid’s update highlights a shift in the smart glasses space: success increasingly comes from openness, flexibility and localized AI experiences rather than closed, single-platform ecosystems. By giving users choice, integrating global AI capabilities and bridging cultural and linguistic gaps, Rokid is positioning itself as a serious contender in the international AR and AI wearable market.
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AI’s expansion into the physical world is reshaping what investors choose to back
Updated
February 12, 2026 1:21 PM
Exterior view of the Exchange Square in Central, Hong Kong. PHOTO: UNSPLASH
Artificial intelligence is often discussed in terms of large models trained in distant data centres. Less visible, but increasingly consequential, is the layer of computing that enables machines to interpret and respond to the physical world in real-time. As AI systems move from abstract software into vehicles, cameras and factory equipment, the chips that power on-device decision-making are becoming strategic assets in their own right.
It is within this shift that Axera, a Shanghai-based semiconductor company, began trading on the Hong Kong Stock Exchange on February 10 under the ticker symbol 00600.HK. The company priced its shares at HK$28.2, debuting with a market capitalization of approximately HK$16.6 billion. Its listing marks the first time a Chinese company focused primarily on AI perception and edge inference chips has gone public in the city — a milestone that underscores growing investor interest in the hardware layer of artificial intelligence.
The listing comes at a time when demand for flexible, on-device intelligence is expanding. As manufacturers, automakers and infrastructure operators integrate AI into physical systems, the need for specialized processors capable of handling visual and sensor data efficiently has grown. At the same time, China’s domestic semiconductor industry has faced increasing pressure to build local capabilities across the chip value chain. Companies such as Axera sit at the intersection of these dynamics, serving both commercial markets and broader industrial policy priorities.
For Hong Kong, the debut adds to a cohort of technology companies seeking public capital to scale hardware-intensive businesses. Unlike software firms, semiconductor designers operate in a capital-intensive environment shaped by supply chains, fabrication partnerships and rapid product cycles. Their presence on the exchange reflects a maturing investor appetite for AI infrastructure, not just consumer-facing applications.
Axera’s early backer, Qiming Venture Partners, led the company’s pre-A financing round in 2020 and continued to participate in subsequent rounds. Prior to the IPO, it held more than 6 percent of the company, making it the second-largest institutional investor. The public offering provides liquidity for early investors and new funding for a company operating in a highly competitive and technologically demanding sector.
Axera’s market debut does not resolve the competitive challenges of the semiconductor industry, where innovation cycles are short and global competition is intense. But it does signal that investors are placing tangible value on the hardware, enabling AI’s expansion beyond the cloud. In that sense, the listing represents more than a corporate milestone; it reflects a broader transition in how artificial intelligence is built, deployed and financed — moving steadily from software abstraction toward the silicon that makes real-world autonomy possible.