(Just my opinion, but POET is very conservative in their postings and I do not for one second believe that they would have posted this if they did not know that it had a foundation in truth.)

4. What is the market potential for POET Starlight and other products built with POET’s LightBars?

The chip market is projected by Allied Market research to surpass $263 billion by 2031. That’s just for the hardware solutions. The overall AI market is forecast to reach into the trillions of dollars by that same time. As the market grows, so does POET’s potential to gain an increased share of it. Celestial AI has already placed an initial order for POET Starlight units as part of the scope-of-work agreement signed in April 2023.

External light sources for AI have been one of the key verticals for POET for years. The market is opening for these light sources and the light engines built from them. POET Starlight is only one light engine that uses the POET LightBar. More products are expected to emerge as companies focus on AI and turn their attention to POET. The company’s ability to integrate active components like lasers and certain other passive optical and electrical components into the optical interposer to provide a complete light source solution is an increasingly attractive option.

In a Zacks research report published on April 10, an analyst said POET’s relationship with Celestial AI “could represent $800 million in potential revenues by itself. We believe most if not everything Celestial is planning to sell contains POET.”

In March, POET demonstrated its O-Band LightBar with high-power CW lasers for co-packaged optics and AI GPUs. The LightBar can be integrated on a host board and connected to chips and ASICs with built-in silicon photonics. The demonstration was met with much praise by the industry and has resulted in numerous conversations with existing and potential customers.

https://poet-technologies.com/blog/2023-apr-25.html