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POET Technologies Ord Shs V.PTK

Alternate Symbol(s):  POET

POET Technologies Inc. is a design and development company. It offers high-speed optical engines, light source products and custom optical modules to the artificial intelligence (AI) systems market and to hyperscale data centers. Its photonic integration solutions are based on the POET Optical Interposer, a novel, patented platform that allows the integration of electronic and photonic devices into a single chip using wafer-level semiconductor manufacturing techniques. Its Optical Interposer-based products consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition, it has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. Its Optical Interposer platform solves device integration challenges across a range of communication, computing and sensing applications.


TSXV:PTK - Post by User

Bullboard Posts
Post by mcnabbpaon Oct 23, 2012 10:21pm
392 Views
Post# 20516313

Optical Thoughts Blog re: Poet tech

Optical Thoughts Blog re: Poet tech

I stumbled on this site which seems to have been taken down, I was however, able to access it "cached"...very interesting reading, reminds me of sevenodouble or robvanhooren...definitely does a good job of breaking down and explaining all the techie stuff, in a layman friendly way.

For any of you new to OPEL nothing beats sevenodouble's dd collection on investorhub..but this is pretty good too.

MC

  1. If a dead horse like AOL can get $1.1 Billion for it's patent portfolio from Microsoft, then the valuation of POET seems laughably low at $1.3 B.

    Although the full list of patents isn't available, the short description in the WSJ article makes them sound pretty... lame.

    And without efficient datacenters and networks to actually serve up this content - who cares?
  2. Posted by
  3. Like Kathleen Turner said in V.I. Warshawski, if you want to get to the bottom of something you have to "follow the money".

    In the case of ODIS/POET, there is plenty to follow already, in the form of contracts issued by NASA and DoD to help fund the realization of POET technologies to achieve some specific goals.

    To understand the SBIR program, take a look here, it will explain what the dollar caps per SBIR type are, as you'll notice these reflected in the funding (apparently to the 75% level of the max for each type).

    If you were to do a search of the SBIR/STTR site, you'd find quite a laundry list. The list is below (I think it's complete), and it seems to amount to a number of challenges put forth to ODIS to advance their work in useful directions.

    The SBIR's below total are $5.28M, and it's interesting to watch the "Number of Employees" entry grow/change over the years.



    Phase 1 SBIR's on Phased Array RADARs


    Tracking #: MDA02-028
    Client: MDA
    Phase: 1
    Amount: $69,224.00
    Year: 2002
    Discussion: This discusses the development of a unique approach to analog-to-digital conversion at the low noise amplifier of a radar receiver - unique in that they postulate that if the bitrate were high enough, traditional AD techniques wouldn't be needed - just do a conversion to optical digital and send it down a fibre to be processed. Although there was no apparent Phase 2 SBIR for this one, a similar Phase 1 SBIR was issued 6 years later (MDA07-038, below)

    Tracking #: SB043-047
    Client: DARPA
    Phase: 1
    Amount: $98,838.00
    Year: 2004
    Discussion: I guess it was DARPA's turn to fund the research this time. In this version, they are looking to produce a wafer (a disc of uncut chips, in this case 256 of them). It's not entirely clear, but they appear to also want them to interconnect (or stay connected as a wafer); which makes sense in a phased array config.

    Tracking #: AF05-040
    Client: AF
    Phase: 1
    Amount: $99,982.00
    Year: 2005
    Discussion: Basically a Phased Array RADAR controller/receiver on-a-chip, which seems to build on MDA02-028 from 2002, and is followed by MDA07-038 in 2008.

    Title: Photonic control technology for Phased Arrays
    Tracking #: MDA07-038
    Client: DOD / MDA
    Phase: 1
    Amount: $99,852.00
    Year: 2008
    Discussion: In reading the more recent NR's it appears the goals of creating Thyristor/HFET circuits was accomplished. They also mention an application to create a single chip design just after the Low Noise Amplifier in the receive antenna to do the analog-to-digital (optical) conversion. If you had an array of radars (or any detector, really) that was producing high data rates (which all do), and was bigger than a breadbox (which almost all are), then sending those signals via optical is a big win. There was no apparent Phase 2 SBIR for this one, but these appear to be mostly foundational work.




    Tracking #: 104273
    Client: NASA
    Phase: 1
    Amount: $99,887.00
    Year: 2011
    Discussion: Why stop at what the Air Force asked for in 2005 (AF05-040, above), when you can RF, too? The short version of this is that it appears that NASA wants a single RADAR and LIDAR unit with a single aperture, which in the realm of very restrictive payload weights, sizes, and power requirements makes sense. I did a quick background read on this and while I can see how to do RF beam steering across a phased array, so doing the same true-time-delay with optical across the array should also work - at least on the receive side. I guess NASA felt so, too, since they dropped almost $100k on this.





    A Pair of Phase 1+2 SBIR's on Radar clocks


    Tracking #: BMDO02T-00
    Client: MDA
    Phase:1
    Amount: $69,167.00
    Year: 2002-2003
    Discussion:The use of optics as a stable clock source, and some of the goodness expected from that approach.


    Tracking #:BMDO02T-00

    Client: MDA
    Phase: 1

    Amount: $69,167.00

    Year: 2002-2003
    Discussion: Slightly different text, which describes a slightly different, more complete implementation of a method to allow the shifting of the time delay in phased arrays. I'm going to look further into the proposed applications on this one.

    Tracking #: AF05-043
    Client: AF
    Phase: 1
    Amount: $99,982.00
    Year: 2005-2006
    Discussion: This happens concurrently in the prior 2005 SBIR's on Phased Array RADARs, and is to investigate using the POET method to produce an integrated chip to reduce the size/bulk of an optically sourced timer/oscillator for RADAR use.
    Tracking #: AF05-043
    Client: AF
    Phase: 2
    Amount: $749,952.00
    Year: 2006-2008
    Discussion: Build the chip specified in Phase 1.




    Other Phase 1 SBIR's


    Tracking #: F073-004-1091
    Client: DOD / USAF
    Phase: 1
    Amount: $99,996.00
    Year: 2008-2009
    Discussion: The SBIR talks about a high data rate transmit / receive circuit; nothing interesting here, except that it's really fast. To me the nifty bit is that this is an RF application, and the optical elements (the on-chip laser) are used to create or detect the high frequency energy. I didn't see a Phase 2 SBIR in the extended list for this, however I think it's linked to the satellite communications SBIR's.


    Tracking #: N102-123-1343
    Client: DOD / NAVY
    Amount: $79,945.00
    Year: 2010
    Discussion: Navy, huh? I guess the branches of the US Military really do talk to each other after all. And although the $ amount is low, this has a contract # on it. There was no direct follow up Phase 2 SBIR for this tracking number.
    The puzzling thing to me is why the Navy would be talking about FTTH... "Fibre To The Home". I guess if you operate large bases, big boats, or global networks, it's the same challenge. I remember taking a Cisco firewall class years and years ago, and the US Navy had a good contingent there.
    This is yet another application where POET would use the objective of monolithic packaging to drive down costs. If you don't recognize the acronym 'WDM' - that's "Wave Division Multiplexing", a method of (usually) using prisims to take different frequencies of light from different optical drivers and sending them down (or receiving them from) the same fibre strand.
    Strange that they'd be talking about media access that is by definition a different approach to the shared media method described by CDMA (code division multiple access)... unless they really have bee in their bonnet about encryption. Let's see - Navy + Encryption ... yep, makes sense.
    So they are talking about a WDM-friendly (optical) implementation where each injected lambda can be CDMA carried and encrypted. The obvious benefit is that the encryption is done at wire-speed, of no overhead to the sender/receiver, and because it's done in firmware on the chip it the CDMA sequence could be changed at will. It's been a while since I formally wore my 'Security Guy' hat, and a quick check of CDMA security issues seemed to focus more on wireless CDMA fraud and eavesdropping, but the code key lengths were pathetically short. An on-chip / software encryption would let the user specify some extensions to this, or even roll their own security spec on top of it.
    Tracking #: AF093-082
    Client: DOD / USAF
    Phase: 1
    Amount: $99,885.00
    Year: 2010-2011
    Discussion: This SBIR contains some brief statements about the current generation of static memory not being all that great on a satellite in a space environment. They go on to describe how POET would be a way to enable an ultra low power memory at high densities. I'll have to do more homework on this, because I'm not familiar enough with the structure sizes to make a judgement call on this aspect. There was no apparent Phase 2 SBIR for this.
    I do know that HP has made comments about the costs of memory in terms of electricity, so a POET style lower power memory with fast response and an optical bus connection is right on point here, and in fact someone mentions Opel down in the comments below the article, which is how I found it.




    Phase 1 + Phase 2 SBIR's


    The entries below are grouped into matching SBIR reference numbers; ie there was Phase 1 work followed by a Phase 2 award.



    Satellite Communications by Optical or RF methods



    Tracking #: BMDO01-011
    Client: MDA
    Phase: 1
    Amount: $64,978.00
    Year:Awarded 2001 (2001-2002)
    - and -
    Phase: 2
    Amount: $999,112.00
    Year:Awarded 2003 (2002-2004)
    Discussion: This was to investigate the use of a POET implemented laser/RF link for satellite communications at very high bandwidths (>10Ghz). Tons of applications for this one.
    Tracking #: AF02-233
    Client: AF
    Phase: 1
    Amount: $99,270.00
    Year: 2002
    Discussion: This is another iteration of the single aperture RADAR/LIDAR units.
    Tracking #: AF02-233
    Client: AF
    Phase: 2
    Amount: $749,776.00
    Year: 2003
    Discussion: The text of the SBIR is missing, however based on similar Phase 1+2 SBIR's it's likely this was to realize the idea in functioning hardware.


    Tracking #: AF04-043
    Client: AF
    Phase: 1
    Amount: $99,982.00
    Year:Awarded 2004
    Discussion: This looks to investigate the build of a satellite optical (laser) transponder that uses very little power (30mW) but is VERY fast, even by 2012 standards (40GB/s) - (note: although there are a lot of errors in the SBIR's - I don't think they are always transcribed with correct units - in this case I do believe they have it correct - 40 gigabytes/sec. The reference to GB means bytes, as opposed to gb or Gb. It just looks right.)
    Tracking #: AF04-043
    Client: AF
    Phase: 2
    Amount: $749,807.00
    Year:Awarded 2005
    Discussion: This looks to actually build the transponder from the Phase 1 SBIR. Of note is the larger power requirement, up from 30mW to 100mW @ 40GB/s.



    Tracking #: AF083-207
    Client: DOD / USAF
    Phase: 1
    Amount: $99,992.00
    Year: 2009
    Discussion: This SBIR speaks more towards future applications than a single goal or project. It appears they are specifically funding additional research in the use of GaAs (gallium arsinide). It's also interesting that the wikipedia page on gallium arsinide seems to have been edited by the silicon industry; at least that's how I read it. Hopefully one day soon we'll be able to edit the last sentence "GaAs is often used as a substrate material for the epitaxial growth of other III-V semiconductors including: InGaAs and GaInNAs." to include a more direct reference to POET.

    The Phase 2 SBIR that matches this is below.


    Tracking #: AF083-207
    Client: DOD / USAF
    Phase: 2
    Amount: $749,904.00
    Year: 1/4/2010-1/30/2012
    Discussion: Although the SBIR details talk about commercial aspects of these developments, really I can see the USAF wants a single on-chip IR imager. Building absolutely huge UAV's to lift all the electronics while sacrificing weapons payload must be a real pain-in-the-brass. But I'll leave my politics out of this discussion.



    Tracking #: AF083-209
    Client: DOD / USAF
    Phase: 1
    Amount: $99,992.00
    Year: 2009-2010
    Discussion: This one really has my interest; the creation of optical-electrial switch fabrics with POET. It's also interesting that the SBIR is written as if POET was a fait accompli - which hints that the confidence level that this is going to work is pretty dang high. And since there is a Phase 2 award, it looks like the author was right.

    This SBIR also directly mentions how they expect POET to perform the switching - ie an on-chip optical-electrical coupler. What they don't talk about is how this might be implemented in a commercial grade device. I'll hold off on my own wish list for the moment, but I will hint that is is NOT to simply re-chip something like the Cisco Nexus 7000 family to drive down cost. That's a possibility (maybe even a near term noble goal), but it's wrong-headed in the longer term because there are other, bigger wins to be had.

    The last sentence is interesting: "This approach to switching fabrics will establish a new direction in the industry." Well, duh. At least we agree that there is about to be a shake-up in the networking world.



    Tracking #: AF083-209
    Client: DOD / USAF
    Phase: 2
    Amount: $749,972
    Year: 4/14/2010-6/13/2012
    Discussion: This is the follow on Phase 2 SBIR. Since I think this is one of the bigger commercial applications, I'm glad this was additionally funded.





    Tracking #:AF05-029
    Client: DOD / AF
    Phase:2
    Amount: $1,497,216
    Year: 2006-2009
    Discussion:Where to start with this one... basically a broad spectrum imaging and communications chip, capable of imaging both heat and visible light, and also to be able to transmit, presumably to similarly equipped hardware, enabling free-air communications with light. And do it on a single chip, with a single aperture, too. It's also interesting that there doesn't appear to be a Phase 1 SBIR, although with the evidence of prior Phase 1's that are similar, there may not have been a need.



  4. This might be odd timing to discuss the roadmap now, since the company promised some additional information 'soon'. But it should be informative to test my understanding of what the roadmap means, and where they are at.

    Before I try and dissect the roadmap, it might help to understand what a roadmap is, in this context. The POET roadmap connects the stages of product development from their starting point, to a point in the future where a viable commercial product could be built that has real-world applications. Each point on the roadmap represents a unique achievement or subcomponent that they feel is required for success. If you look closely at where (or who) is performing each milestone in roadmap you should take note that they are trying to also prove that the process can be replicated by a third party (BAE), outside of the lab at UConn. Independent validation is pretty important in the scientific world; remember the cold fusion fiasco a few years back? Through this validation we can be confident that the developments aren't accidental, and they the technology is transferrable to a licensee.

    And where did they start from? A quick search of patents shows there are more than a couple attributed to Geoff W Taylor, Chief Scientist for ODIS:

    Geoff W. Taylor and Jianhong Cai
    Optoelectronic Circuit Employing a Heterjunction Thyristor Device to Convert a Digital Optical Signal to a Digital Electrical Signal
    Patent number 7,595,516, issued 9/29/09

    Geoff W. Taylor and Scott W. Duncan
    Method of Fabricating Semiconductor Devices Employing at Least One Modulation Doped Quantum Well Structure and One or More Etch Stop Layers for Accurate Contact Formation
    Patent number 7,556,976, issued 7/7/09


    And the list goes on... click here for more. Suffice it to say this isn't an unknown person tinkering in their garden shed.

    The POET roadmap has 8 elements, and I've listed what the old status of the milestone was. I've added some commentary to each one, which are my own thoughts, not those of ODIS.


    Number Element
    Goal
    Date
    1


    Title: Integrated Pulsed Laser
    Description: The basis for all on-chip optical functions
    Milestone: Pulsed laser demonstrated in POET epitaxy at UConn Lab
    Accomplished: YES

    Commentary: No laser = no company. Happily, they are past this point having demonstrated a functioning laser in April of 2011. Here is the press release.

    The one interesting thing is that in paragraph 3, the press release describes a VCSEL (a vertical laser, ie pointing 'up' from the surface of the chip... however this seems to be a goal of Milestone 3.

    Even more curious is that in the previous month a third party valuation of the technology was done, and in their background, they state "All components of the technology have been validated by third parties, and the Company expects to have a fully integrated, operational chip within months." This is slightly confusing, because several months later they issued a PR announcing the achievement of Milestone #2.

    Q2-2011
    2


    Title: Electrical Component Validation
    Description: Validates the N-channel transistor, which is the basis for all on-chip electronic functions
    Milestone: BAE validates electrical component of POET
    Accomplished: YES


    Commentary: A functioning transistor with their materials and fabrication process is a key step; without it the concept wouldn't deliver on the idea of combining both optical and electrical signal on the same chip.

    The successful third-party validation is described here.

    Q2-2011
    3


    Title: Vertical Emitting Laser
    Description: Allows for communication between vertically stacked chips rather than horizontally connected chips (mainstream technology)
    Milestone: Dr. Taylor to produce vertical emitting laser at UConn Lab
    Accomplished: Yes

    Commentary: It's mentioned in this article by optics.org; I'd like to find a second source of verification, however.

    Q1-2012
    4


    Title: Optical Component Validation
    Description: Breakthrough sensor technology for un-cooled IR detector, which is a key sensor for infrared industry applications that generates minimal heat, enabling compact sensor devices
    Milestone: Validation of optical component at MIL SPEC Fab
    Accomplished: TBD

    Commentary: This doesn't seem to have been accomplished yet, although it should be a snap for POET. If you own a current generation dSLR camera with video capability, you own an uncooled CMOS IR imaging sensor (albeit there is usually an IR cut filter on the sensor). The only problem is the sensors get hot if left in a powered-up state for too long.

    Q1-2012
    5


    Title: Integrated Optical Modulator Demonstration
    Description: The enabling element for future chip-to-chip connection at speeds greater than 20 gigabytes per second
    Milestone: Dr. Taylor to validate an optical modulator enabling chip-chip interconnect
    Accomplished: TBD

    Commentary: There has been some discussion as to the status of this milestone. In the often referenced whitepaper, the section titled 'POET's Near Term Solution' specifically starts with the words "POET will" - not "POET has". I believe the numbers referenced in that section are the initial targets of testing, not actually achieved values.

    Q1-2012
    6


    Title: Complimentary Inverter-oscillator
    Description: The basis for all high speed electro-optical logic moving forward
    Milestone: Complimentary inverter/oscillator operation to be built at MIL SPEC Fab
    Accomplished: TBD

    Commentary: I suspect this has been done at UConn, but not yet transferred to BAE, as this is a foundational component in a lot of the SBIR's.

    Q2-2012
    7


    Title: Four-Terminal Switching Laser
    Description: Building block for on-chip optical clocks and highly efficient Optical->Electronic and Electronic to Optical interfaces
    Milestone: Dr. Taylor to demonstrate a four-terminal switching laser
    Accomplished: TBD

    Commentary: I haven't found a mention of this specifically yet, but it's similar to #6.

    Q2-2012
    8


    Title: Monolithic Integration
    Description: Full integration of all elements on one chip. POET technology is ready for microprocessor applications
    Milestone: Dr. Taylor to complete monolithic integration of all previous components
    at MIL SPEC Fab
    Accomplished: TBD

    Commentary: I don't think the important thing here is the "monolithic integration of all previous components"; I think it's actually that Dr. Taylor has to put down all other work and go do a roadshow at BAE.

    Q3-2012



  5. In general terms, optical systems in commercial applications usually refer to data transmission; everything from phone calls to music to web pages to the image of your last chest x-ray.
    Optical isn't our only choice of media to carry the information; we could do it electrically with wires, or wirelessly with RF signals, too. But those each have their own issues and limitations when it comes to moving ever larger and larger quantities of data around.
    So if you want to get a lot of information from here to there, optical is king.
    The most common, and easiest to understand application right now is fiber optics. Light goes in one end of a glass fibre, travels some distance away, it comes out the other end. If you turn the light on and off very rapidly, you can transmit digital data in binary, as a series of 1's (the light is on) and 0's (the light is off). Pretty simple stuff. In real life it's a bit more complicated than that, and involves lasers (sadly, no sharks!), but for illustration that'll do for now.
    Optical cables don't suffer from interference like copper wires or wireless signals do; the light is trapped in the fibre, and no new light can get in. Over long distances, or at higher signalling speeds, copper and wireless can't compare. If you're over the age of 40 you might remember a time when long distance phone calls didn't sound very loud or clear... today it's hard to tell how far away you're calling.
    You can thank the incredible amount of fibre used today... here is a map of undersea cable for your amusement; a map of the land cable wouldn't be all that useful because fibre is everywhere now. A lot of new housing developments in North America have fibre pre-run to each house now, so one day we'll actually get to the holy grail of the entertainment industry.
    So where do all those web pages and movies and music come from? Datacenters; basically big buildings, or floors of buildings, full of all the computer goodness needed to store, process, and serve up data on demand. And they are everywhere; every company has all the components today, it's just a matter of scale. From the laptop-toting consultant, to the biggest names in computing, the market for improvements is everywhere.
    So what's to improve?
    You turn on your computer and your iTunes works. You do a Google search, and the results come back as you type in your query. Life seems pretty ducky.
    But it's not.
    For starters, the spend on electricity requirements are awesome, and growing. Even if you don't increase the footprint of your datacenter or more modest server room in your business, you'll want the servers there to do more and more work; more files to store, more transactions to process, and more queries to mine the data you already have.
    And all that electricity isn't converted into digital signals; in fact most of it is used in building operations, not by compute power. Said another way, most of the non-compute power is used to remove heat generated by the computers. If you're getting half directed to doing computational work, you're doing ok.
    It gets worse... with common systems today, a large chunk of the electricity directed to doing computations isn't actually doing anyone any good - it's wasted as the signals are converted from one form to another.
    Getting data off a hard drive in a storage array? You're converting the signal from the disk platter into light, so you can place it on your fibrechannel storage network, send it to a storage switch, which then can send it to the server for use. But wait!! That storage switch isn't optical... the guts are electronic. So you have to convert the signal back to an electrical one, figure out where it should go, and send it out the right optical interface.
    The server is going to do the same thing; it needs to translate that information that's passing in and out of it's optical fibrechannel interface as electrical, so it can get it into the CPU for processing.
    And since these servers (millions of them around the world) are only reachable by either the public internet or a private networks, you'll need a data network interface, too. Chances are that the data network has optical components in it just like the storage network, in fact current switches are storage/data agnostic, referred to as 'Multilayer Datacenter Switches', so they do both jobs.
    And don't forget that servers aren't just talking to users, they are talking to each other. The web server has to talk to the application server, which has to talk to the database server, and all of this has to be backed-up as some point, either off-peak, or constantly. Putting hundreds or thousands of servers together in the same place, but uniquely reachable, creates some pretty large aggregate bandwidth challenges.
    How big?
    A modestly big server will use a 10Gbps (that's Gigabits per second) ethernet link, and it probably has (or should have) two links for redundancy.
    A rack full of blade chassis style servers can drive 20Gbps (so again, 40Gbps are connected for redundancy).
    A rack switch might have 20-40Gbps to service many lower speed servers at 1Gbps each.
    Some of these connections can be copper based today, but there are distance limits. The bonding of multiple 10 gig links into port channels of 20 or 40 or more is an electrical process, so a conversion is done. Again.
    And all of this data has to be switched, routed, load-balanced, optimized, de-duplicated, firewalled, and put back on a wire (or optical link) somewhere. An enterprise-class core router/switch today has a backplane capable of passing at least 720 Gbps of traffic (that doesn't count front side port capacity, which is much higher). Oh, and don't forget you need two of everything, for redundancy. This ain't cheap, folks.
    The number of OE (optical-electrical) conversions is staggering, and at every step electricity is wasted and heat is created. Each one of those ports probably needs an OE interface module too; today the standard is called 'SFP', and you'll typically pay around $1000 for each one, depending on the job it does. At least you can buy in them in bulk.
    The net result is that a great deal of resources, captial, and energy go into everything BUT directly addressing the computational load of interest to the business or customer... today that's the best we can do, because the ASIC's used in commodity equipment are really designed to max out at or below 10Gbps per port.
    And yes, some would call this 'a racket'.

    I've been part of several project to build, or re-build mid-sized datacenters, and the spend on the phyiscal network is ALWAYS at least $1M. Just over half is spent on switching and routing hardware, and just less than half is spent on structured cable, of which the fibre portion is the lions share.

    If you can't tell by now, it's my opinion that the majority of this spend, perhaps 80%, is only to service architectural requirements driven by servers and applications that come with significant baggage.

    Enter POET

    So what exactly is POET?
    It's a patented process and design for making semiconductors, ie chips, using materials friendly to optoelectronics and compute applications. If you've read this far, you should probably read the whole intro page about ODIS and POET.
    And the big deal is....?
    - Low power / low heat; the energy savings to the industry... errr... globe are tremendous.
    - Very fast switching - less messing around with signal port channeling and mux/demux as we do now on 10Gbps and DWM networks; drive fewer lines at higher speeds; ie in the 100-500Gbps range. We can certainly drive 100Gbps across single links today, but not at commodity pricing.
    - Doesn't mind being in outer space (ie the DoD and NASA are funding it now - here is a summary)
    - Packaging - the idea of a VCSEL has been around for a while, but POET, as a fab process (and slightly different way of controlling the laser) has made the promise that compute and optical can finally live on the same chip, within the same package.
    This is big; a chip could talk to other chips, or a single-chip server could talk to anything off-chip, like storage, network, or other servers via an on-chip optical interface at higher speeds and lower power than ever possible before.
    If you squint just a bit you might see a future where there is no fundamental difference between the chip acting as the CPU and the chip acting as the network switch. Squint further and you'll realize that with current generation virtual machine capabilities overlayed on such hardware there is no reason to think there should be a hardware difference in the chips; in fact it's probably more advantageous to just have a homogeneous array of chips, interconnected by down facing detector & VCSEL arrays to optical waveguides on the carrier PCB... but that's another story.
    I'll explore some other applications in future posts, like optical switching, which completes the puzzle, and where I think Opel is in their roadmap to commercialization.
    Afterword
    A loooong time ago we lived in Sherwood Park, Alberta, and a family friend knew the gang that started Myrias Research. I wish they were still around (as a company) today...
  6. I'm starting this blog for a couple of reasons... mostly because I'm interested in optical technologies, specifically POET, which is being developed by Opel Technologies, and the applications in the commercial / commodity IT market. Oh, and because as I write this, there is a reasonable chance that an investor could take quite an interesting ride; heavy geek-out factor aside.
    I also needed a way to record my thoughts and have a reference to past links, research and ideas, and share these with anyone interested and to get feedback.
    Disclaimers and Disclosures:
    I don't work for Opel, ODIS, or any of their subsidiaries, but I do own Opel stock. Since I'm moderately risk-averse, I'm not betting the entire farm on it as a 'get rich quick' scheme, even if that does happen. I do invest the occasional chicken, however :)

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