Lightwave Logic Inc (LWLG)

[Richard_LaRiv]

News was just released from COBO (Consortium for On-Board Optics) including presentations from Microsoft and META(Facebook) during their closed meeting two months ago.

All of the largest data center operators are now repeating Lebby’s 2017 presentation almost verbatim. Below is Microsoft and META(Facebook) calling for radical innovation. This is the opportunity Lebby spoke of that "only comes around once in a blue moon”. He had the vision five years ago and positioned the company perfectly for what we started seeing in 2022.

Microsoft
It’s a huge deal and very uncommon for behemoths like Microsoft to call for market disruption. Incumbents don't like disruption because of the perceived high cost of switching to new technology. There are only a few scenarios where these large companies make the switch.

1) The current development path will not satisfy the market need. (check)
2) Ignoring or dismantling the disruption will cost more than adopting it. (check)
3) There is a clear and long roadmap for multiple generations of the new technology. (check)
4) The new technology is not incrementally better, but orders of magnitude better than incumbent. (check)

"Incremental scaling of link bandwidths are not sustainable. Next gen data center networks will require new approaches." - Microsoft at the Optica + COBO Summit Oct 2022

https://www.linkedin.com/posts/consortium-for-on-board-optics_microsoft-datacenter-fiberoptics-activity-7014084925289107456-pYvN?utm_source=share&utm_medium=member_ios


META (Facebook)
META's hyperscale data centers are now looking to get rid of the driver on their chips to reduce power consumption. This will require low-power high-bandwidth modulators like the ones LWLG is developing. I know of no other modulator technology or material that can remove the driver chip. Again, something Lebby has been talking about for several years.


"Integration has Power Advantage" - Meta at the Optica + COBO Summit Oct 2022

https://www.linkedin.com/posts/consortium-for-on-board-optics_fiberoptics-datacenter-power-activity-7014089042380169216-Y_OM?utm_source=share&utm_medium=member_ios