Great video!

POET has massive upside. Jensen Huang says Nvidia is looking for a photonics (light-based) solution because copper can’t move data fast enough for what AI demands. Guess who supplies Nvidia? Foxconn — POET’s new partner. Foxconn and POET are co-developing high-speed transceivers powered by light and designed for AI developers. POET is ahead of the market with 1.6T transceivers and will be all alone ahead of the pack (picture Secretariat in front by 30 lengths) when their 3.2T is complete in Q1 2025.