智通财经APP获悉，据媒体看到的一份内部备忘录，Meta(META.US)完成了对于专注AI语音技术的小型 AI初创公司PlayAI的收购进程，"整个 PlayAI 团队"将于下周加入Facebook母公司Meta(META.US)。据了 解，PlayAI团队届时将向约翰·沙尔奎克(Johan Schalkwyk)汇报——后者近期刚从另一家聚焦于AI语音的 AI初创公司Sesame AI Inc.加盟 Meta。 Meta掌舵者扎克伯格的"AI雄心壮志"可谓再添一关键拼图。扎克伯格将大举推进人工智能技术更新迭代 以及将AI推进至Meta软件生态，列为Meta今年的首要任务，正斥资约650亿美元大举投资AI服务器集 群、高性能以太网交换机系统等AI核心基础设施，并且积极招募全球最顶尖人才以构建全球最强大AI 模型以及筑建起强大的基于Meta体系的AI应用软件生态。 据了解，Meta首席执行官马克·扎克伯格近期宣布对该公司AI业务部门进行重大重组，任命前Scale AI首 席执行官亚历山大·王(Alexandr Wang)领导新成立的Meta超级智能团队(Meta Superintelligence Labs)。 ...

Meta Platforms(META.O)宣布ZOOM应用今日起正式登陆Meta Quest头显。 ...

Core Viewpoint - The AI glasses concept is experiencing a surge in the market, with several companies seeing significant stock price increases due to positive market sentiment and upcoming product launches [1] Group 1: Market Performance - Dayu Optoelectronics has reached its daily limit increase, indicating strong investor interest [1] - Other companies such as Huacan Optoelectronics, Mingyue Lens, Weida Optoelectronics, Guoxing Optoelectronics, and Zhongjing Electronics also saw their stock prices rise in response to the news [1] Group 2: Industry Outlook - Guojin Securities' research report suggests that the second half of the year will bring positive developments for AI/AR glasses [1] - The upcoming launch of Rokid Glasses is anticipated to contribute to market growth [1] - Meta Connect 2025, scheduled for September 17, will focus on advancements in Meta Quest headsets, AI glasses, and other artificial intelligence innovations, with potential new product announcements expected [1]

Core Insights - Qualcomm is increasing its focus on the smart glasses market by developing low-power components capable of running AI software [1] - The company showcased a new pair of smart glasses powered by the Snapdragon AR1+ Gen 1 processor, designed to operate independently without needing a smartphone or internet connection [1] - Qualcomm aims to position smart glasses as standalone devices, moving away from their current perception as smartphone accessories [1] Group 1 - Qualcomm's new smart glasses can run a fully functional AI assistant based on the Llama 1B model without relying on external devices [1] - The company has developed smaller and more energy-efficient components to overcome previous limitations related to high power consumption and battery life [1] - Qualcomm's chips are already powering devices from Meta Platforms, including Ray-Ban smart glasses and Quest headsets, as part of its strategy to mainstream smart glasses [1][2] Group 2 - Qualcomm plans to supply components for a range of head-mounted devices, including VR glasses and smart glasses that resemble regular eyewear [2] - The company collaborates with various manufacturers, including Lenovo, Sony, Microsoft, and HTC, to integrate its chips into their products [2] - Apple is also exploring the smart glasses market, having launched the Vision Pro headset, which has not yet achieved commercial success [2][3] Group 3 - Qualcomm seeks to support the development of the smart glasses category before Apple potentially disrupts the market [3]