Re: Astera Labs

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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timotao

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Re: Astera Labs

in response to

Astera Labs

sugarmaple

posted on Mar 27, 2024 08:30PM

Agreed this is weird. Astera Labs with market cap of $10B:

At DesignCon, we showcased our new Aries PCIe®/CXL® Smart Cable Modules (SCMs) that enable multi-rack GPU clustering for AI with an industry-leading 7-meter reach over flexible copper cables.

Poet's announcement of an 800GB 2-10 kilometer module gets minimal notice. Then today they announce a capable partner to make them, still no biggy. I gotta think this stuff is just too technical for the market to know the difference. Maybe I don't know the difference either.

Astera isn't even profitable, and has chewed through hundred's of $millions.

I think we are just gonna have to wait for some big orders showing that the POET tech is ready for prime time.

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