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Alibaba's ambition is to turn glasses into a "portable AI Agent that can get things done anytime, anywhere"; Meta is betting on the evolution of hardware itself, aiming to make it a "next-generation terminal that helps you see the world clearly"; meanwhile, Apple, far away in Cupertino, is also rumored to be developing a new solution that uses "AI visual perception to replace traditional optical zoom."

The strong fluctuations in this round of the capital market are largely due to the explosive performance of Muse, the latest AI assistant under Meta, as well as the market's high expectations for the upcoming Meta Connect conference.

Oracle issued a "force majeure" notice to Project Jupiter's developers, expressing concern that this data center project located in New Mexico, which plans to provide $300 billion in computing power to OpenAI, may not be operational as originally scheduled in 2028. The project had already faced regulatory and financing pressures, with related loans falling to distressed levels, and this notice further exacerbates market concerns about the project's implementation and the stability of its financing chain.