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

Free
Message: Celestial AI interview CUBE's "AI Infrastructure Silicon Valley

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 POETs 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.”"

 

Share
New Message
Please login to post a reply