Super Micro Computer

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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fairchijisback

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Super Micro Computer

posted on Jun 13, 2024 10:37PM

Thought I would share an email I received from a very long term holder who has a good veiw in the business.

Hi John,

Apparently Super Micro Computer is working with Foxconn, Sharp, KDDI and others on a large-scale data center in Japan, featuring Nvidia GPUs, to offer “powerful performance” for gen AI and ML applications and large-scale LLMs.

Being affiliated with Foxconn is going to open some unexpected doors for POET.

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