Replies to post #5485 on Poet Technologies Inc (POET)

[allwillbewave]

Do you have an opinion on what the Ayar Labs and nvidia partnership for optical I/O will have on DAC, ACC and AOC connections.

It’s clear to me that in the AI data Center to increase the bandwidth required for the large language models Nvidia sees optical I/O as the solution.

What I don’t know is at what point will the technology be available for commercialization.

Until widespread adoption I think the DAC and ACC’s will do well and we know Spectra7 is after a piece of that TAM.