1. Applied Materials and GlobalFoundries collaborate to build a waveguide fabrication facility in Singapore for AI-driven photonics; 2. The partnership focuses on advancing augmented reality (AR) glasses and human-centric AI optical systems; 3. The initiative leverages semiconductor expertise to enhance integrated display technologies and strengthen Singapore's photonics ecosystem.

1. The outlook for AI applications software spending in 2025 is positive, with a focus on curated data solutions that Palantir dominates. 2. Palantir can benefit from the $500 billion investment in the Stargate Project as enterprises increase AI workload spends. 3. A hiring spree in a key Palantir partner organization indicates an expanding ecosystem. 4. Valuation multiples are re-rating due to growth catalysts, and the stock appears undervalued. 5. Technical analysis is bullish, with the stock bouncing strongly off weekly support.

➀ DFI has unveiled the RAP310, a high-performance microATX industrial motherboard; ➁ It is powered by AMD's AM5 socket platform with LGA design and the latest AMD Ryzen 7000 Series processor; ➂ The motherboard offers robust memory support and advanced visual capabilities.

➀ TriEye introduces the TES200 1.3MP SWIR Image Sensor, designed for machine vision and robotics systems with superior resolution and efficiency; ➁ The sensor leverages CMOS-based technology, offering a cost-effective alternative to traditional InGaAs technology; ➂ It is set to address needs in industries like automotive, biometrics, and AI applications.

1. Palantir's strong revenue growth, especially in the US government and commercial segments, supports the scalable AI solution thesis, with 2024 guidance slightly above estimates. 2. The company's AI applications demonstrate real-world utility, significantly reducing manpower and processing times, enhancing decision-making and operational efficiency. 3. Despite the impressive performance, Palantir's valuation is extremely high, posing risks from political budget cuts, competition, and execution challenges across different industries.

➀ Lantronix introduces the SmartLV, an AI-enabled IoT Edge Compute Cellular Gateway for smart grids and industrial sectors; ➁ The gateway offers real-time visibility and control over distribution networks, enhancing energy stability; ➂ Lantronix's gateway uses Qualcomm's AI technology to address complex energy distribution challenges.

1. ARM is reportedly developing a new gaming GPU to rival Nvidia; 2. The timeline for release is uncertain, with development potentially spanning several years; 3. The GPU is expected to target gaming and AI applications, but its integration into devices remains unclear.