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Monday, 10/31/2022 5:23:05 PM

Monday, October 31, 2022 5:23:05 PM

Post# of 6135
I find reading what Ayar labs is doing in developing a disaggregated data Center architecture very informative. They are to start having product available in 2023 and wide spread adoption in the 2024 timeline.

It’s not hard to imagine how Broadcom with TSMC is developing a 5nm node system for Celestial AI and the Orion chip. Of course Poet will supply the remote laser light source. Probably within the same timelines 2023 sampling then production in 2024.

Global foundries Fotonix platform is not based on the 5nm node.

There will be others but Poet just needs a piece of the pie.

The share price is a joke and it’s the disaster from going to the Nasdaq from a position of extreme weakness. Nothing to do now but wait it out. Jmo



https://ayarlabs.com/in-package-optical-i-o-will-unleash-the-full-potential-of-ai/
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