# Snap Bets Its $3.5 Billion Specs Program on Business Customers as Investor Pressure Mounts

*2026-09-19 14:00 UTC · Technology · 1 min read*

> Snap is pitching its $2,195 Specs AR glasses to businesses with Salesforce, Nvidia and AWS, after spending more than $3.5 billion on the program.

Snap CEO Evan Spiegel is pitching the company's $2,195 Specs AR glasses as a workplace computer, not a camera for consumers. Snap has announced partnerships with Salesforce, Nvidia and Amazon Web Services: Salesforce will bring its Agentforce platform to the glasses, Nvidia will supply AI interpretation of the user's surroundings, and Amazon will provide a voice-activated assistant.

Spiegel envisions a post-smartphone era in which Specs act as a full computer with a large private display for streaming, screen casting, whiteboards and workspace conversion. Snap says preorder interest is huge but has given no figures. The Specs program has consumed more than $3.5 billion so far, and activist investor Irenic Capital Management wants it funded separately from Snap's core business.

The bet follows costly precedents: Meta's Reality Labs lost $88.1 billion from 2019 to 2025, and Google ended its Glass Enterprise Edition in 2023. Whether businesses will pay for smart glasses is the test Snap now faces.

## Sources

- [fortune.com](https://fortune.com/2026/09/18/snap-3-5-billion-ar-glasses-evan-spiegel/)
- [cnbc.com](https://www.cnbc.com/2026/06/16/snap-unveils-2195-specs-ar-glasses-spiegel-bets-on-post-smartphone.html)

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TechTools News · https://techtools.cz/tools/news/article/2401-snap-bets-its-3-5-billion-specs-program-on-business-customers-as-investor
Česká verze: https://techtools.cz/tools/news/clanek/2474-snap-sazi-program-specs-za-3-5-miliardy-dolaru-na-firemni-zakazniky-tlak