Good for POET: "hyperscalers, do not have a reputation for brand loyalty among suppliers."

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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ohiotom123

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Good for POET: "hyperscalers, do not have a reputation for brand loyalty among suppliers."

posted on Feb 04, 2023 09:40AM

The smaller, more nimble, become relevant, or the established behemoth maintains relevance.

Sounds like Broadcom is digging in for a fight. POET can help them and maybe they are.

We know Broadcom knows of us based upon the mention by their former employee Alexis Bjorlin.

I hope Broadcom was paying attention to the step change, but if they looked past POET, then