I thought I would point out a couple of articles that David Lazovsky recently liked.
Centre of Excellence in Advanced Packaging in Singapore
Applied Materials and A*Star extend R&D collaboration with new $286m investment | The Straits Times
And then this one which outlines why Alexis Black Bjorlin is now working for META…what she brings to the table to help facebook meet their needs.
This article includes two clips which are definitely worth a listen as a POET shareholder. I think it supports the needs for a very low power, high density parallel optical interconnections to support the inference engine.
As Meta’s Datacenter’s Needs Change, The Company Will Diversify Its Approach To Silicon (forbes.com)