Helpful1 and Nividia NVIDIA was already around and well established in the market as a leader in graphics controllers, so it did not start from zero at the commencement of its entry into AI, so it deserves its multi-trillion dollar market cap.
That doesn't preclude Poet one day of joining the trillion dollar market club, but to do that they would need quite a hold in market share from the get-go. It can't be ruled out yet because they might be in a blue ocean of opportunities and a lot will depend how certain events arise and confirm Poet as a contender for such market caps.
Based upon Poet's early market potential from this present day as on NOW, and unlike NVIDIA, Poet has started from ground zero, a multi-billion market cap seems possible. We will need sales orders that validate and confirm suclh trend that would appear Poet is heading for multi-billion market cap. Is more possible? Yes, but the market will need to see the same trend that the very largest of institutions and funds foresee and will commit to with their investment in Iet and supporting analysis. Then we can look forward to mega billions before trillions should Poet ever breakthrough mult- billion market caps.
Poet's Interposer and it's benefits are very compelling. What I am looking for first are wonderful numbers from Foxconn, Luxshare, and Celestial AI first. Another factor will be how well Celestial AI's IPO is received by the market when that happens. I suspect that Poet will become very popular to those that have missed out on a successful Celestial AI successfully taking the market by storm.
Poet's multi-billion market cap is more a question of when now rather than if provided that Foxconn, Luxshare, and Celestial AI's order books are strong for whatever they sell with Poet's solution inside.
gdemocracy- capitalism