Niantic Spatial

Niantic Spatial, Inc. [2] is an American-based geospatial artificial intelligence (AI) and spatial computing company headquartered in San Francisco. The company formed as a spin-off from Niantic in May 2025, following the sale of Niantic's licensed games to Scopely, while Niantic Spatial retained their original franchises Ingress and Peridot.[3]

History

Founding

The technology and team behind Niantic Spatial originated at Niantic, Inc., which was initially an internal startup at Google in 2010.[4] As Niantic grew, the company evolved along two complementary paths: one focused on creating augmented reality location-based games[5] and another dedicated to advancing AR, AI, and geospatial technology.[6]

On March 12, 2025, Niantic announced an agreement to sell its mobile games division for $3.5 billion to Scopely.[7] The deal was finalized[8] on May 29, 2025, and Niantic Spatial was spun out from the Scopely acquisition. Ingress and Peridot were restructured under Niantic Spatial. Niantic Spatial was initially capitalized with $250 million, consisting of $200 million from Niantic's balance sheet and a $50 million investment from Scopely.[9] All of Niantic's original investors remained shareholders in the new entity.

Niantic Spatial's founding leadership team included John Hanke as chief executive officer, Brian McClendon as chief technology officer, and Thomas Gewecke as chief operating officer. Hanke and McClendon previously founded Keyhole[10] which became the foundation for Google Earth and Google Maps. Gewecke was previously a senior business executive with tenure at Warner Brothers and Sony Music.[11]

On March 30, 2026, Hanke appointed Inhi Cho Suh as chief executive officer, transitioning to the role of executive chairman. He remains an executive of the company and continues to serve as chairman of the board.[12]

Corporate history

In June 2025, Snap Inc. invested an undisclosed amount of capital into Niantic Spatial. They also announced a multi-year partnership which will integrate Niantic Spatial's scanning technology and VPS into Snap's ecosystem and focus on jointly building a next-generation AI map.[13]

Meow Wolf announced they are teaming up with Niantic Spatial to bring the Meow Wolf Universe globally anywhere in the world using Niantic Spatial's AR and VPS technology.[14]

In September 2025, Aechelon Technology announced that it was partnering with Niantic Spatial to use their geospatial AI and reconstruction technology to enhance U.S. Coast Guard training by integrating real-world 3D scans into flight simulators.[15]

Hideo Kojima announced he is teaming up with Niantic Spatial to redefine immersive entertainment by bringing Kojima Productions iconic interactive storytelling into the real world using Niantic Spatial's geospatial AI technology.[16]

Technology and applications

Niantic Spatial's platform services are powered by a large geospatial model (LGM), spatial counterparts to large language models (LLMs), designed to give machines a contextual understanding of space and structure.[17] Niantic Spatial's large geospatial model is built on a proprietary database of over 30 billion posed images that help aid learning language models with spatial reasoning.[18]

Niantic Spatial offers the Scaniverse app for mobile devices, which utilizes Gaussian splatting to capture 3D models of objects, spaces, and environments in real time.[19] Niantic Spatial also captures mapping data from aerial drones and a custom-built mapping device called Photon.[20]

Localization focuses on positioning users, AI agents, and AR content in space. Niantic Spatial offers its Visual Positioning System (VPS) for centimeter-scale positioning, orientation, and tracking for millions of pre-mapped locations[21], including GPS-denied environments.[22]

Understanding focuses on providing real-time contextual awareness of the world. Niantic Spatial’s AI capabilities deliver this through per-pixel semantic analysis to classify environments into categories like ground and sky[23], and computer vision models that detect and track over 200 types of objects.

Niantic Spatial operates 8th Wall, a development platform that enables creators to build and publish interactive WebAR experiences. It provides a complete set of tools, including a cloud-based IDE and computer vision technology, allowing for the creation of immersive 3D and XR content that works across a wide range of devices without requiring an app.[24] In November 2025, it was announced that after seven years of operation, 8th Wall would be shut down. Existing projects on the platform will remain available until the services are closed in early 2027.[25]

Video games

Ingress, launched in 2012 and reworked into Unity in 2018, transferred to Niantic Spatial during its spin-off. Ingress is a global-scale version of capture the flag where players battle for control of virtual portals at real-world landmarks.[26]

Peridot, another Niantic intellectual property, includes a collection of products within its franchise, also transferred to Niantic Spatial during its spin-off. It is an AR and AI pet simulation game that launched on mobile devices in 2023.[27] The next products are a mixed-reality experience on Meta Quest[28] and Apple Vision Pro[29] called Hello, Dot, and an augmented-reality glasses experience on Snap's Spectacles called Peridot Beyond.[30]

References

  1. Welcoming Inhi Cho Suh as CEO of Niantic Spatial Niantic Spatial, March 23, 2026, retrieved March 27, 2026^
  2. 'Pokemon Go' Owner Sells Games to Saudi Group for $3.5 Billion Bloomberg.com, retrieved September 24, 2025^
  3. Aaron Astle. Niantic Spatial spin-off nets $250m funding after Scopely acquisition www.pocketgamer.biz, March 13, 2025, retrieved September 24, 2025^
  4. Alex Hern. Niantic Labs departs from Google's Alphabet The Guardian, August 14, 2015, retrieved September 24, 2025^
  5. Ellen DaSilva Alumni. Niantic Labs and Pokemon Go: Bringing AR to the Masses Digital Innovation and Transformation, retrieved September 24, 2025^
  6. Alex Heath. Niantic launches platform to build 'real-world metaverse' apps The Verge, November 8, 2021, retrieved September 24, 2025^
  7. 'Pokemon Go' maker Niantic to sell game division to Saudi-owned Scopely for $3.5 billion Reuters, March 12, 2025, retrieved September 24, 2025^
  8. Scopely to acquire Niantic games business, which includes "Pokémon GO," one of the most successful mobile games of all time www.scopely.com, retrieved September 24, 2025^
  9. Adam Levine. Pokémon Go Is Driving a $4 Billion Spinoff. Those Game Maps Could Be AI Gold. barrons, retrieved September 24, 2025^
  10. Geological Society of America - Honors & Awards www.geosociety.org, retrieved September 24, 2025^
  11. Thomas Gewecke – VRTL SUMMIT www.vrtlsummit.com, retrieved September 24, 2025^
  12. Welcoming Inhi Cho Suh as CEO of Niantic Spatial Niantic Spatial, Inc., retrieved 2026-04-03^
  13. Ben Lang. Snap Inc. & Niantic's New Partnership Could be a Big Moment for City-scale AR Positioning and Experiences Road to VR, June 20, 2025, retrieved September 24, 2025^
  14. See full bio. Meow Wolf's Weird Physical Universe Is Planning to Extend Into Augmented Reality CNET, retrieved September 24, 2025^
  15. Niantic Spatial Partners With Aechelon on Coast Guard Training Auganix.org, September 8, 2025, retrieved September 24, 2025^
  16. Tom Phillips. Hideo Kojima Announces AR Project With Pokémon Go Creator Niantic Spatial IGN, September 23, 2025, retrieved September 24, 2025^
  17. Why enterprise AI's next breakthrough lies in spatial intelligence TechRadar, September 5, 2025, retrieved September 24, 2025^
  18. Niantic ventures into the Geospatial with a purpose May 30, 2025, retrieved December 6, 2025^
  19. Ivan Mehta. Niantic aims to build a richer 3D map of the world with a new version of Scaniverse app TechCrunch, August 26, 2024, retrieved September 24, 2025^
  20. Why AI has great vision but a terrible sense of direction Niantic Spatial, Inc., retrieved September 24, 2025^
  21. David Heaney. Niantic Spatial SDK Brings Outdoor VPS & Long-Distance Live Meshing To Quest 3 UploadVR, August 11, 2025, retrieved September 24, 2025^
  22. Ian McNabb. Aechelon Technology Announces New Whole-Earth Digital Twin "Project Orbion" DroneLife, September 15, 2025, retrieved September 24, 2025^
  23. Scott Hayden. Niantic Kickstarts Its AR Metaverse with Release of Lightship SDK and $20M Developer Fund Road to VR, November 8, 2021, retrieved September 24, 2025^
  24. Jay Peters. Niantic's 'largest acquisition to date' shows the company is still pushing on AR The Verge, March 10, 2022, retrieved September 24, 2025^
  25. 8th Wall to Shut Down After Seven Years of Advancing WebAR Remix Reality, November 20, 2025^
  26. Janko Roettgers. Niantic Labs Raises $20 Million to Turn the World Into an Augmented Reality Playground Variety, October 15, 2015, retrieved September 24, 2025^
  27. Michael McWhertor. Pokémon Go maker's new virtual pet game Peridot launches in May Polygon, March 7, 2023, retrieved September 24, 2025^
  28. Scott Hayden. Niantic Spatial's Adorable Pet Sim 'Hello, Dot' Leaves Early Access on Quest 3 Road to VR, May 9, 2025, retrieved September 24, 2025^
  29. Ian Hamilton. Niantic's Hello, Dot Arrives On Apple Vision Pro UploadVR, November 18, 2024, retrieved September 24, 2025^
  30. A computer on your face? Snap and others still trying to make augmented reality glasses a reality Los Angeles Times, September 17, 2024, retrieved September 24, 2025^