Agoracom: Small Cap Investment - POET Technologies Inc.

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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BreadAndCircuses

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Orion vs PF

posted on Sep 21, 2024 02:32PM

Lisa Thompson, ZACKs report of April 10, 2023: "Each accelerator Celestial AI sells has four POET chips"

Skipping her unsupported "could be" calculatons, things have changed dramatically since then. The accelerator was the Orion, out of mind, while PF (Photonic Fabric) is now in the spotlight. <= "could be" is looking a lot better.

The PF is a stripped down and souped-up version of the Orion.

The Orion is an aggregated system - all computer devices in one location. The PF is a disaggregated system - xPU and HBM devices only with all other devices located elsewhere.

9 Recommendations

Re: Orion vs PF

timotao

Sep 21, 2024 02:47PM

Re: Orion vs PF

timotao

Sep 21, 2024 02:56PM

Sep 21, 2024 03:13PM