RE:RE:RE:RE:RE:RE:RE:RE:RE:Celestial AI and the Possibilities for PoetThank you. I did not make any share price projections as that is public domain information not posted by me. However, at the same time, I am confident Poet will trade much, much higher in future years.
In my opinion, data center volume will be higher than AI as the transceiver market is more of a commodity. However, with the adoption of Poet's Interposer in transceivers, it makes the margin for those manufacturers more sustainable. At first, I would predict that the higher volume and sales for Poet will be in data centers, then the margins will gradually erode as that part of the market is more easily commoditized. AI will be more lucrative with growing volume and more lucrative; it could even become the number one revenue channel for Poet depending on its adoption my AI chip manufacturers. Certainly, Celestial AI will likely be the big booster for Poet; afterall, they have worked together for a number of years and seem very committed to each other.
gilver