Agoracom: Small Cap Investment - POET Technologies Inc. - Re: AGSM

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Re: AGSM - The Ayar question

ZimZim

Jul 01, 2023 06:07PM

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Re: AGSM - The Ayar question

posted on Jul 03, 2023 09:16AM

Thanks B&C for those points on Ayar and Celestial.

I always talk about cost because I believe that's the number 1 factor in companies choosing between many similar solutions. The link below shows Raju saying the lightbar does not use Expensive Laser Arrays (1:10 mark). I believe you provided information in the past that the SuperNova light source from Ayar uses laser arrays and we all know, at the end of the day the winners in the AI space will be making millions of units, cost and power consumption (as Suresh stated at the AGM will be key determining factors)