From POET's 1/6/news release:

The chipset market for AI applications is projected to grow from approximately $18 billion in 2020 to over $65 billion by 2025.  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.

https://poet-technologies.com/news/2021-jan-6.html



Former POET boardmember David Lazovsky starts new company.

Inorganic Intelligence 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 redefines what is possible in the field of artificial intelligence.

https://www.engine.xyz/founders/inorganic-intelligence/

Suresh said it best:

“POET is now well positioned to participate meaningfully for a new class of high-volume, high-growth applications, expanding the addressable markets for our Optical Engines and Optical Interposer platform products."

Nothing going on here but a potentially explosive collaboration for a very large downstream customer whom I believe will be named Nvidia imo.  If you are new to POET, you have arrived at the right time.

Go POET