Mitsubishi - Poet RelationshipThe Mitsubishi - Poet Relationship, in my opinion, validates Suresh vision of a few years ago of targeting data centers first. Now what is so amazing is how large and what a fit for Poet that Mitsubishi is. This is highly significant.
Poet relationship with Mitsubishi starts in Poet's pole position in the 800G, 1.6T, and 3.2T space. And when you consider Mitsubishi's footprint globally in data centers it adds to the WOW element of Poet becoming a near term reality based upon that last NR where Misubishi was announced as a customer by Poet.
https://www.japantimes.co.jp/business/2024/08/23/companies/mitsubishi-electric-data-centers/
"Mitsubishi Electric controls almost half of the global market for optical transmission devices in data centers, in part because of its electro-absorption modulated laser diodes’ ability to balance both speed and output, according to the company. It wouldn’t be an exaggeration to say all U.S. "hyperscalers" are Mitsubishi Electric customers, Takemi said, without naming clients. The United States is home to some of the world’s biggest hyperscalers, such as Amazon.com, Microsoft, Alphabet, Meta Platforms and Apple."
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