Thank you lebowski101 for that link. I decided to go to the home page of eetimes and found a link to their podcast, but chose to read the transcript of it (on the same page) instead. 

How Much is Enough for Hyperscale Companies?

I think EVERYONE here should read/listen to this. Our hub leaders and a few others no doubt already have the perspective that I gained by reading this transcript. My takeaway from this is the following:

1. A handful of companies are driving the whole industry and secrecy is a must and is worth a premium.

2. If you can make something that saves money on power consumption, one of these hyperscale companies will drop what they are already using and replace with your solution - immediately.

3. POET saw this trend coming years ago and, thanks to Suresh, is in a great position to profit from it