Lumentum
PulseAugur coverage of Lumentum — every cluster mentioning Lumentum across labs, papers, and developer communities, ranked by signal.
2 天有情绪数据
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Nvidia reports record revenue, signals AI spending shift beyond GPUs
Nvidia reported record first-quarter fiscal 2027 revenue of $81.6 billion, with data center revenue climbing 92% to $75.2 billion. The company is restructuring its reporting to highlight growth beyond GPUs, separating r…
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高瓴资本增持英伟达、英特尔、台积电；中国科技股下跌
根据高瓴资本第一季度的13F文件，该公司已增持包括英伟达（Nvidia）、英特尔（Intel）和台积电（TSMC）在内的多家关键科技公司的股份。该公司还新进持有了叮咚买菜（Dingdong Maicai）和Marvell Technology等公司的股份。与此同时，主要中国科技股在盘前交易中出现下跌，阿里巴巴（Alibaba）、百度（Baidu）和哔哩哔哩（Bilibili）均出现显著跌幅。
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AI fuels Samsung's $1T market cap; Anthropic, Meta, SpaceX make major AI investments
The Beijing Academy of Artificial Intelligence (BAAI) has released BAAI Cardiac Agent, the first multimodal diagnostic agent for cardiac magnetic resonance imaging, capable of end-to-end automated analysis and report ge…
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Lumentum CEO: AI component demand outstrips supply, orders booked until 2028
Lumentum, a major US optical module manufacturer, reported a record-breaking third fiscal quarter with revenue soaring 90% year-over-year to $808 million. The company also saw significant improvements in profitability, …
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OpenAI offers free ChatGPT Plus to a nation; Alibaba Cloud leads AI market
OpenAI has announced that a country will receive free access to ChatGPT Plus, though the specific nation was not named. Separately, a report indicates that Alibaba Cloud leads the Chinese AI cloud market with a 38.1% sh…