Poet Technologies Inc (POET)

[allwillbewave]

So we know Broadcom is a big believer in remote light sources for CPO or COBO applications.

We know that Poet, Celestial AI, TSMC and Broadcom are connected through developing celestials AI/ML architecture chips.

Is Broadcom a direct competitor to Poet in remote laser light sources or are they collaborating in the development of co- packaged optics??

I suspect Broadcom and Poet and Ayar labs etc. and the whole photonic industry knows where it’s all going and multiple players will bring value added solutions.

It may take years to find a winner.

At least Poet and Lwlg have their names in the hat. Jmho