#大佬观点

🚀 “Liftoff is only the beginning.” John Elbon of @ulalaunch, Honorary Chair of #WSW2026, invites you to join the #RocketRevolution! Watch his message and celebrate through October 10. Add your event to the global map: https://worldspaceweek.org

Meta unveiled Muse Charm at Connect. Tamagotchi for 2026. Our Snapdragon Summit note sees personal AI devices as a new growth market. We expect Snapdragon inside Muse Charm, though Meta has not disclosed the chip. (1/4)🧵

#1 company contributing code to @vllm_project right now? @AMD: 502 commits to core vLLM in 90 days. 13% of all org contributions, almost 4x Nvidia. Also grateful to Red Hat, IBM, Embedded LLM & Inferact for building it with us. Open source wins when hardware has a choice.

Someone used Claude Opus 5.5 to make a 3D animation of Nvidia Blackwell GPUs (from server down to an atom). Took 1 hour and full animation “runs from single HTML file, directly in browser. No vid editor. No pre-rendered 3D sequence. Just browser-based experience.” Very cool.

So bullish for $AAOI. 3.2T isn’t going to be hitting the main stage for the time being, but when it does, $AAOI will be the US-based manufacturer holding a strategic position. Not to mention the already ongoing 800G and 1.6T rampup that is going to lead to a revenue rampup in the short- to medium-term.

We cut our RAM in half for the Tesla AI5 chip (now 72GB of LP5) and 1/3 for AI6 (now 144GB of LP6). This was the only way to get enough volume for Optimus production and greatly reduces cost. As it turns out, we think this will have a negligible effect on Optimus performance, as memory bandwidth is a bigger limiting factor than total memory storage (bandwidth was held constant).