Whats it going to be
posted on
Mar 16, 2021 03:39AM
So with the right partners, where could poet end up going. A billion a year income by 2024?
Could poet become the next evolutionairy step for companies like Nvidia and IBM who have developed similar technology they call mvlink. For optical solutions. Will poet surpass their technology specs?
Though ibm and Nvidia are one group. AmD is also starting to compete in the video card. Cpu of course and are they developing hardware to support AI. THEY MUST Be.
Broadcom?
What about intel? If they are not looking at optical solutions, I wonder who supplies them their optical component wafers.
Some Nvidia info. Gosh I wish poet would get in with this company. I love Nvidia.
327b market cap. Trades at 527 usd today.
625 million shares out. Little over 3 billion quarterly income.
Ibm and Nvidia NALink info. One year ago.
The bottom line is that the deal will accelerate innovation and optical interconnects will be one of the areas impacted.
The deal emphasizes that combination of GPUs (Graphical Processing Units, made by Nvidia) with low latency switching and broadband interconnects (made by Mellanox) is the key for high performance computers (HPCs) and datacenter clusters running AI and machine learning applications. It is entirely possible that the inspiration for the Mellanox acquisition first began as Nvidia’s best engineers recently worked alongside Mellanox’s on both the reigning number 1 supercomputer Summit and the current number 2 supercomputer Sierra each of which use a proprietary interface called NVLink between the IBM Power9 CPUs and the Nvidia Volta GPUs at each node and high-speed Dual-Rail Mellanox 100G EDR InfiniBand connections between the individual CPU/GPU compute nodes. There are 4,608 CPU/GPU compute nodes in Summit and 4,474 such nodes in Sierra. Summit “only” fills up the space of two tennis courts but contains 185 miles of fiber optic connections.
Itching to find out whats next with poet.