RE:RE:RE:RE:Celestial AI and the Possibilities for Poetwintersun10 wrote: Why the datacenters are a dead end, talking about derisking, only since Nov Chat GPT has taken off. More like Poet got saved by the AI bell: “We’re a light source provider and a critical piece of the AI system. Every processor that is sold will require a light source. It’s not like data communication sockets that are limited to the number of sockets in a data center. Here you’re now limited to how many processors are going to get sold — and that’s a lot of processors! So we’re pretty excited about that market.” — Dr. Suresh Venkatesan, CEO
Poetwhen wrote: If Poet is derisked some more, why isn't it reflected in the sp? Reality is the sp, not giliver's fantasies.
In typical naysayer trader style, it seems you are taking the meaning of Dr. Suresh Venkatesan's quote out of context by isolating to the exclusion of Poet's other exciting verticals that they have been progressing on in parallel projects (ADVA, SPX venture, and more to come in different verticals).
Poet has been co-developing an AI solution for processing with Celestial AI for a number of years now and there are publically announced NRs showing that and general progress. Also, Poet addresses a number of verticals in parallel that have all been centralized around tweaking (adjusting) the OI to the technology that will interface with it creating/enhancing the specific photonic product.
The quote by Suresh .... "
It’s not like data communication sockets that are limited to the number of sockets in a data center." .... in how you are presenting it, is misleading. What Poet's interposer enables it to get more transceivers at higher speeds in data centers. However, not just data centers ---- data farms--- and they are huge!!! More data needs to flow more efficiently through each data center. What Poet enables is generational scalability for data center communications and that market is immense. Do you know how much demand there is for faster, cheaper, and more energy efficient data transmission.? It may not be exotic like AI, but the needs for rapid growth there and cramming more data transmission out of each location, globally, is immense. What Poet brings to data centers is scalable "generational" product development for transceiver manufacturers - 100/200/400/800G / 1.6TB / and clustered solutions like 51.7GB. How is that achieved comes from Poet's Interposer being a solution that as a lower cost to manufacture, energy efficiency, 1 fibre optic cable where 4 were needed before, etc.? Those are some reasons why Poet's Interposer is disruptive technology for data centers. So I don't think they are minimizing this. AI is another market that will grow faster and be even more lucrative (for sure) --- because that is a young market. Transceivers is a mature market -- that is the difference that Suresh knows about the markets in my opinion.
Poet's roadmap has always been following the route of having its Interposer implemented in data centers, LIDAR (sensing)/ wearables, AI, 5G, edge computing, etc. So Poet's markets are enormous. AI happens to be the giant of the giants for the coming decades where a lot of technology solutions will be base themselves on. These technologies will have tremendous impact on how end-product solutions enhance our daily lives in my opinion. And Poet's wee Interposer is scalable and can be used potentially in milions upon millions of products across different verticals in my opinion.
gilver