jque: Interesting that Nubis claims the lowest power and still has 'average' insertion loss.

POET must not be their benchmark, yet.

Nubis has maximized the efficiency of the electrical side while the optical side remains limited. Compare this to what POET has done. The optical side of POET is unmatched and today POET continues to make improvements to the electrical side to increase power efficiencies. Elimination of the DSP results in a 50% reduction of electrical power; this is why POET is pursuing this same path where the  DSP can be eliminated. 

Synopsis-Photonics-Symposium-2022.pdf (poet-technologies.com) Pg 9 Why Scale (and Signal Integrity) matter

Nubis’ breakthrough is based on re-thinking the optical design to substantially lower the required performance and power of the optical DSP or even eliminating it entirely. Founder Peter Winzer explains, “Our solution is optimized to work with modern SerDes, not only pitch matching to their edge I/O density but meshing with their capabilities for power-efficient direct-drive. The result is that AI accelerators or similar large ASICs can achieve full bandwidth connectivity within the datacenter at a fraction of the power compared to traditional optical solutions. Further, our approach lends itself well to novel emerging box architectures as well as to native chiplet implementations for even tighter integration in the future.”

Suresh has made it clear that competing platforms can only solve parts of the problem but no one has been able to produce a solution that addresses all of the needs in one package and do it in high volume at wafer scale. POET is executing such a solution and does have the ability to maximize the efficiencies of both the electrical and optical sides in a very flexible design. A flexible design that can be mixed and matched to produce a wide variety of applications.