Re: Celestial AI interview CUBE's "AI Infrastructure Silicon Valley
in response to
by
posted on
Aug 17, 2024 06:42PM
MetalMind: "Do you know the motivation behind keeping the POET relationship quiet?"
It's not quiet in that there have been news releases and a FAQ (below).
https://poet-technologies.com/blog/2023-apr-25.html
It has never been spelled out to me, but I would speculate it's not advantageous for Celestial or the hyperscallers to have more than the minimum required information known (especially not things like in advance pricing).
I was a little confused (but happily so) at Lazovsky's disclosure that Celestial is working directly with the big four hyperscalers.
"In a Zacks research report published on April 10, an analyst said POET’s relationship with Celestial AI “could represent $800 million in potential revenues by itself. We believe most if not everything Celestial is planning to sell contains POET.”"