From the Zacks Report

"We now expect POET (NASDAQ:POET) to start selling Interposer wafers in volume to SPX in Q1’24."

The original Q3 2023 revenue estimate was not expected to be very much anyways.

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"POET is talking to all of the other AI hardware players including Lightelligence in China, Light Matter, and Ayar Labs."

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"we do expect the company to announce that several well-known data center module makers, who sell to data centers supporting AI, have chosen POET as a source of 800G engines. We expect those customers to migrate their entire centers to 800G."

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 "If POET can secure even a small portion of that market with its unique offering, its valuation should far exceed its current price."

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There is a lot to like about the Zacks Report

POET Revenues Slip, But Interest Increases from AI-focused Hardware and Data Center Providers Needing 800G and Beyond (yahoo.com)