Lumentum at ECOC indicated that one emerging ELS customer could ultimately represent a larger opportunity than Nvidia because of the optical intensity of the architecture.
$NVIDIA(NVDA.US) $Alphabet(GOOGL.US) $AMD(AMD.US) $Lumentum(LITE.US)D
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PinnedMuse goes viral: Is this the CPU's ChatGPT moment?
Meta launched Muse on Sep. 8. Each Muse runs on a dedicated virtual machine, the Muse Secure VM, which stores both the agent and user data. Long-running jobs keep executing even after the app is closed, then re-engage the user when something changes or an approval is needed.
The product went viral, briefly topping the US mobile download charts. For details on Muse and its implications for Meta, see Dolphin Research's take 'Muse goes viral: real inflection or hype peak?'...Meta/FacebookARMIntelAMDHot topic
