The BIG , CAI, NVIDIA and POET

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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newage

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The BIG , CAI, NVIDIA and POET

posted on Aug 26, 2024 04:30AM

IMO this is a interessting view regarding NVIDIA's future perspective :

https://www.fool.com/investing/2024/08/26/prediction-this-is-what-will-finally-end-nvidias-m/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=bbc072bc-6adf-46c0-bf3e-f6d87e714700&mod=mw_quote_news

NVIDIA's competition will further grow up.
As above mentioned the BIG have a lot of money to invest in new technic.
This will be in their own chips with less costs and more performance, right now sure via CAI - including POET

Why should it impossible the BIG4 (and not only they !) will using POET-technology directly with their own Chips reducing further their costs/energy/space together with higher performance ???

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