AI will indeed be triggering an outstanding amount of data to deal within the datacenters !!!
Also, please have or read it for the second, third (or more in my case) the blog entitled:
FAQ: How 800G and 1.6T Optical Engines Impact Hyperscale Data Centers
https://poet-technologies.com/blog/2022-oct-28.html
Let it sink in... be patient, it is all written within that blog how POET is opening a path-forward that did not exist before unless you would change the form factor (from QSFP-DD to OSFP) and thus loose any backward-comptabilitity.
Than there is the market outlook:
The next wave of hyperscalers upgrading from 400G to 800G is just beginning and there is the Chinese datacentes that are currently catching up from 100G to 400G.
Slide 14: https://poet-technologies.com/docs/presentations/POET%20Meeting%20with%20Warrant%20Holders%20-%20Sept%207%202022.pdf
Small is beautiful they say ! Small and versatile is irresisitble !
Slide 10 : https://poet-technologies.com/docs/presentations/POET%20Meeting%20with%20Warrant%20Holders%20-%20Sept%207%202022.pdf
But first, get the money in the coffers from the warrants...