New interview with Celestial AI. No mention of POET but what they do mention specifically is that they are working very closely with Meta, Google, Microsoft and Amazon as potential customers.
The market size over the next five years, depending on which analyst you listen to, will be US$225 billion to US$265 billion of data center infrastructure—the compute and the optical interconnectivity that supports it,” says Lazovsky. Around 70% of that market, he adds, is “really driven by the four big hyperscalers”: Amazon, Google, Microsoft and Meta Platforms. “It’s those four companies, and the ecosystem around them, that are the focus for us,” Lazovsky says. “We’re working very closely with that ecosystem and with those companies.”
