timotao : Looking forward to see what kind of bang CAI will use to propel its IPO.

IMO it will be already a big bang to see the CAI is really working and delivers what it promise :

For customers (as one of the BIG) the CAI cost advantage will be for sure a convincing arguement  :
just ~ 4 % (26x less) of a NVIDIA solution.

Together with much more CAI bandwith and power efficiency and less latency.
On top further the CAI roadmap with essential performance improvements.
(shown at https://www.youtube.com/watch?v=8BNKuMEAngM)

Compared with competitors like Ayar Labs :
What I'm missing there :
the costs of their solution and no roadmap.

So as my conclusion :
I expect a great introduction and further installations of CAI data centers -
with a lot of attention to and orders for POET
What do we want more ?