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Re: KCCO7913 post# 176274

Thursday, 01/18/2024 12:41:37 PM

Thursday, January 18, 2024 12:41:37 PM

Post# of 195867
This paragraph from the shareholder update intrigues me. AI clusters being designed always bring up Optical Interconnect technology like Ayar Labs is creating (MRR's). We know through Polariton or Silorix (can't remember which one) that we're additive and very helpful to their process. Not convinced we're not working with Ayar too. I think the company is very stealthily branching out to different industries and different uses than simply 2km-10km. JMHO

Data centers are being upgraded today in a fashion that the industry has not seen before. The expected demands of increased traffic, information, and data driven by AI is changing the way the internet is being operated. AI is now creating new and interesting market opportunities to upgrade the internet. Three of these are important today: density, speed, and low power and these are very well aligned with our high performanceelectro-optic polymers. We are designing high performance polymer modulator optical engines to support the rise and growth of AI as it generates more information that will travel through the internet and optical networks.
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