Poet Technologies' optical solutions could potentially benefit both AMD and NVIDIA, but the impact might differ based on their specific needs and market strategies.
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AMD: As AMD continues to push into data centers and high-performance computing, optical interconnects could enhance their server and GPU capabilities, improving bandwidth and reducing latency for large data workloads.
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NVIDIA: NVIDIA, with its focus on AI and machine learning, could leverage optical technologies to accelerate data transfer rates between GPUs, which is crucial for real-time processing in AI applications.
Ultimately, the more immediate benefits might depend on their current product lines and strategic goals. If AMD is focusing heavily on data centers, Poet's solutions might help them more directly. Conversely, if NVIDIA is advancing AI-related workloads, they might see greater gains.
