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Bullboard - Stock Discussion Forum POET Technologies Ord Shs V.PTK

Alternate Symbol(s):  POET

POET Technologies Inc. is a design and development company. It offers high-speed optical engines, light source products and custom optical modules to the artificial intelligence (AI) systems market and to hyperscale data centers. Its photonic integration solutions are based on the POET Optical Interposer, a novel, patented platform that allows the integration of electronic and photonic devices... see more

TSXV:PTK - Post Discussion

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Post by wintersun10 on Mar 25, 2024 8:38am

Tier1

Since when is Poet a Tier1 partner?

"To accelerate customer adoption of the memory and compute fabric, Celestial AI is cultivating a Photonic Fabric ecosystem. These tier-1 partnerships consist of custom silicon/ASIC design services including Broadcom, system integrators, HBM and packaging suppliers including Samsung.

"Silicon Photonics technologies are set to significantly improve chip-to-chip and chip-to-memory interconnect," said Jim Elliott, Executive Vice President and Head of US Memory Business at Samsung Electronics. "Celestial AI's Photonic Fabric has the potential to eliminate the 'Memory Wall' by connecting large amounts of shared memory at the full speed of HBM, achieving nanosecond-level latencies for AI training and inferencing. Samsung is proud to work with Celestial AI and bring our leadership in HBM, DDR, and Advanced Packaging Solutions.""

Comment by maestrodrumboe on Mar 25, 2024 8:55am
They're NOT!!..the only hope is that CAI will use POET's lightbar,and this should provide some REvenue for POET,within ayear or so,but even that is NOT for certain..
Comment by wintersun10 on Mar 25, 2024 9:23am
With CAI announcing all the Tier1 partners by name. There is no NDA excuse for Poet anymore. Either Poet will have an announcement about some hugE order or contract or what. Or it will be the confirmation why nobody wants to pour money into Poet. Nice gadgets, no customers. Only good for the legacy museum.
Comment by wintersun10 on Mar 25, 2024 9:29am
Zack has been wrong before. Why cannot Poet release their own news. Why does it always has to be whispers from unrelated parties. Do they think it is a good idea for shearholders and potential shareholders to have to rely on unconfirmed unreliable rumours? Would it not explode the shear price if Poet simply tells the truth, after all Poet says they are right on track. Btw. show us the track.
Comment by wintersun10 on Mar 25, 2024 2:08pm
Statements from a year ago are too perishable. Much can change in a year. Much has changed since Nov with Poet's share price. Further underlining the market needs reinforcing the message. Repeating the same message over and over is at the root of promoting stuff. Would it kill Poet to reassure shear holders 10x too many times? Or just 1x too many? Geez Shear holders are scratching the ...more  
Comment by lscfa on Mar 25, 2024 2:57pm
"Zack has been wrong before." Poet feeds Zack the info so Poet's timing has been bad but accuracy on quantities of revenues is unknown   
Comment by lscfa on Mar 25, 2024 3:10pm
Wondering where Zacks got the forecast of 1,000,000 Celestisl units and over what time period.    Each accelerator Celestial AI sells has four POET chips. At $200 per chip, Celestial could represent $800 million in potential revenues by itself.
Comment by wintersun10 on Mar 25, 2024 4:11pm
Zacks has been wrong before. Self professed mouth pieces have been wrong 100% of the times. It is Poet's responsibility to spread the news. To promote the stock price. Shearholders should not have to dispute whether a one yaer or a 6 month piece of expired info they should believe. Socalled DD. Come on Poet your future depends on properly communicating with the market. The Tech is secondary ...more  
Comment by maestrodrumboe on Mar 25, 2024 4:55pm
Not sure  if Zacks has ever been right...they just pass on phony info that they receive from POET.. But one thing that you are right about ..  Certain self proclaimed mouth pieces, have been indeed wrong !00 % of the time.
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