"Urgent Need for Change in AI Energy Consumption: The rapid growth of AI energy consumption is a pressing concern. The need to anticipate and manage the energy demands of AI on global data centers is more critical than ever. Notably, a typical ChatGPT search consumes 24 watts, six times more than a Google or Bing search. We will explore groundbreaking solutions, such as Optical Engines and Linear Drive Optics, and discuss responses from major DSP suppliers and hyperscalers."
I think this is exactly where Poet is at with their partnerships with Foxconn and Luxshare and are working at super speed to solve in very short order. We have many other deals in the works but this will be our first to market, first and fastest because that's the way the Chinese market works. Just a thought because of their timeline.