It takes big dollars to develop anything. Look at the amount of money that Rockley has raised. $40million in the last round a couple weeks ago.

POET is moving very quickly on this and I think they need to also start looking ahead at 800G:)

The faster they can get to market the more dominant market penetration can be. The agreement with Accelink is not even 2 weeks old yet and it stipulates that Accelink is the "preferred co-development partner" for 100G and 400G. I think POET will aggressively pursue onboard optics and so yes the money is needed. I have speculated that OBO applications will be co-developed by someone like GF for the ASIC.

It will be interesting to see what the actual short report is when it comes out next week. We know that the short position was at 224k on the official short report for Feb 28 not 6.3 million that is showing on the report posted today.