AI, Edge Computing, Data Centres- A One-Two PunchI believe I know why Poet has stayed quiet. With Celestial AI coming out of the gate and apparently readying itself to IPO, this strategy opens doors for Poet. In future discussion all that Celestial AI would need to do is mentioning about Poet that makes Celestial AI's photonic fabric possible, and then who might need innovation via Poet for edge computing applications in data centers and transceivers bulit with the Poet Interposer inside? The answers might be here.
The link below
According to Celestial AI's Co-founder and CEO David Lazovsky, " The market size over the next five years, depending on which analyst you listen to, will be US$225 billion to US$265 billion of data center infrastructure—the compute and the optical interconnectivity that supports it,” says Lazovsky. Around 70% of that market, he adds, is “really driven by the four big hyperscalers”: Amazon, Google, Microsoft and Meta Platforms. “It’s those four companies, and the ecosystem around them, that are the focus for us,” Lazovsky says. “We’re working very closely with that ecosystem and with those companies.”
In my opinion, it is not a far stretch that in some other ways, Poet could be part of solutions within datacenters for Amazon, Google, Microsoft and Meta. Afterall, the Poet Interposer seems central to being a platform in defining itself for the photonics space.
Gilver