I saw that on CNN too and smiled. Imagine a $50 Trillion dollar market identified for 20 years and Poet just spoke about entering at the ground level, as a new identified application for its interposer, to engage with AI semiconductor manufacturers. They will come to Poet, because the smaller footprint is currently compatible with what is out there and will be produced at a smaller cost with less energy required along with much greater speed. AI needs speed to mimic instantaneous decisions that future devices will be empowered with.

Humbly speaking, just 2% of $50 trillion is $1 trillion dollars. 2% of 1 trillion is $50 billion. So even with that lowball assumption, Poet could address a market of $50 billion a year for 20 years = $1 trillion over 20 years. But with some AI companies being huge, like Google, the figure could be higher. So Poet would likely need to license part of itself to would-be adopters.

Monolithic