Maheu, I think investors know that AI Development/Supply Agreement is almost certainly with a big player, perhaps like Tesla, etc, I think that the AI market in and of itself is a major buzzword market that may garnish a large number of new eyeballs on Poet, much more so than the words "Optical Interposer" which to most investors wouldn't mean much
Here are the Key excerpts
1) The chipset market for AI applications is projected to grow from approximately $18 billion in 2020 to over $65 billion by 2025.
2) POET’s new development and supply agreement for photonic AI computing represents an entry point into this new large and extremely high-growth market. POET’s customer for these applications is breaking the digital semiconductor mold by integrating photonics into accelerators for AI workloads, thereby enabling step-change advancements in AI computation. Harnessing light to perform data-parallel calculations is many orders-of-magnitude faster, more power efficient, and lower cost than in traditional semiconductors. Photonic computing changes the game in the field of Artificial Intelligence.
3) In addition to highlighting the tremendous adaptability of the POET Optical Interposer platform, this project is anticipated to result in revenue for POET this year in the form of NRE and potentially initial product sales.”