TGINSIGHT SIMILAR POSTS
Source channel @githubtrending · Post #15445 · Jan 28
#python#agentic_ai#agents#ai#ai_agents#realtime#stt#tts#video_agents#video_ai#vision_ai#voice_ai Vision Agents is an open-source Python framework by Stream to build real-time AI agents that watch video, listen to audio, and respond instantly with low latency under 30ms. It integrates YOLO, Roboflow, OpenAI, Gemini, and 25+ tools for apps like golf coaching, security cameras detecting theft, or phone assistants. Install easily with `uv add vision-agents`, use free Stream credits, and deploy on any video network. You benefit by quickly creating smart video AI for gaming, safety, or coaching without vendor lock-in, saving time and costs on custom builds. https://github.com/GetStream/Vision-Agents
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@eco_cn · Post #29975 · 03/17/2026, 03:42 AM
摩根大通：在CPO方面，市场叙事已经历从熊到中性再到看多的完整轮转。早期市场担忧CPO的普及会压缩收发器收入，但这一逻辑已被事实证伪——CPO带来的增量营收机会对相关公司的增长预期形成叠加而非替代。 行业分析机构预测，#CPO 市场规模将从2027年的不足5亿美元，增长至2030年的约100亿美元，其中规模扩展（scale-up）应用场景而非规模延伸（scale-out）是主要增长引擎。 投资者的关注点也随之转移：在确认光学公司整体受益于CPO之后，下一阶段的核心问题在于CPO赢家与输家的分化。摩根大通认为，Coherent #COHR 和Lumentum #LITE 凭借既有订单及英伟达的供应链定向投资，已稳固确立了CPO赢家地位。