RE:RE:Poet’s Interposer Very FlexibleWas there anyone representing NVidia at the recent OFC or were any of their Tier-1s there? If anyone knows that, it might answer the question you posed.
In the meantime, I am excited about this: "
Luxshare and Foxconn". Who are Luxshare's and Foxconn's customers that need data center optical solutions in volume?
As for Poet in a technological leadership position for their "SPEED AGNOSTIC" Interposer where do Poet's customers' customers enter. 800G for starters that is easily upgradeable to 1.6T, 3.2T, and beyond.
I believe that the last OFC drew many key players out of the woodwork who were aware of Poet and just hand to come out and finally see for themselves likely with FOMO on their mind (for some, I would speculate), but more realistically, Poet hit a sweetspot
where these companies have decided approximately where they would like to enter to eventual
deploy the most sensible starting point for investment into their data centers. Poet through its solution has given them the confidence that their respective roadmaps are doing and ecomical.
As for AI, Poet's solution, in my opinion, rapidly opens the door to major cost/performance
advantages to deploying and/or integrating Poet's customers' customers next step smoothly and generationally (being the key), and for the fact that data throughput hyper growth is both mandatory and necessary to support the huge data appetite for AI.
gilver
helpful1 wrote: Hey : Gilver Another customer is Fibretop. Is there ant chance Nvidia Corp has been talking to POET TECHNOLOGIES? I heard a rumour as NVDA is the king of A.I. That would be a major event event landing a partnership with the leader in the field of A.I. Still landing FOXCONN will bring in revenue in next 18 months which will be key. Remember providing Data Centres & A.I . will be key as the industry will grow @ x4 ratio in the next 5 years.