Good News first.  Data Centers, something we used to have listed first or a close behind second, whenever new PR productions came out projecting a beautiful future for POET Technologies, yeah... all of that "Up and to the Right" stuff with a side helping of "Investor Value"... well, Data Centers continue to explode like rabbits in a veritable "Population Bomb" fashion.  To wit:

Reno area gets another data center, named fourth fastest-growing US data center market

"Northern Nevada’s burgeoning data center industry is getting yet another addition to its list of facilities.

EdgeCore Digital Infrastructure, a data center developer and operator, announced on Thursday that it has started construction of its first campus in the area just east of Reno-Sparks.

The EdgeCore data center campus is being constructed on a 56-acre site at the Tahoe Reno Industrial Center in Storey County, the same industrial park that houses Tesla’s first Gigafactory and Switch’s Citadel data center campus.

EdgeCore cited the region’s proximity to the Bay Area — which allows for faster data transmission — as a key reason for its decision to build in Northern Nevada.

The company noted that Reno was named the fourth fastest-growing data center market in the United States by 451 Research."

https://www.msn.com/en-us/money/companies/reno-area-gets-another-data-center-named-fourth-fastest-growing-us-data-center-market/ar-AA1f8WSA?ocid=mailsignout&pc=U591&cvid=e098cd1174594d57a1760a0333093060&ei=48

Of course, the explosion in growth of new Data Centers is not limited to Reno, but what is happening here in Reno does reflect on the same growth occuring elsewhere in the U.S. and the potential for POET's products in these Data Centers continues to grow in the process.  Good News, I suspect.  It would be nice to see that good news converted into sales and revenue for POET.  Nice, indeed!  

Next news item might not be quite so "good" depending on how it ultimately affects U.S. and Canadian companies involved in Chinese JVs.  

The headline purports that there is a possibility of a "Major Blow" to Chinese startups:

US investment curbs deal ‘major blow’ to Chinese startups

A CNN aricle, updated as recently as 10 August 2023 provides the following quoted material:

"Hong Kong

New constraints on US investments in advanced technology in China will exacerbate a slump in deals between the world’s top two economies and deliver a “major blow” to Chinese startups, analysts and investors told CNN Thursday.

The Biden administration announced Wednesday it would restrict investments by US venture capital and private equity firms, as well as joint ventures, in Chinese artificial intelligence, quantum computing and semiconductors.

The proposed rules are subject to a 45-day public comment period. Then they’ll be turned into draft regulations which are expected to take effect next year. The executive order applies to investments in the cities of Hong Kong and Macao, as well as mainland China."

https://www.cnn.com/2023/08/10/investing/us-china-bans-tech-investment-slump-intl-hnk/index.html

An opinion, mine, is that the political implications for U.S. and Canadian corporations still wishing to share chopsticks in a Chinese feast are becoming more onerous and potentially more harmful for those U.S. and Canadian companies who want to share the "all-you-can-eat buffet" with their Chinese partners.

Again, I respect anyone for having the completely opposite opinion but it would seem, at least upon superficial examination of the proposed regulations, that as these proposed regulations move further into the land of "Draft Regulations" after the 45 day public comment period they will have possibly some impact upon both POET and SUPER PHOTONICS.

Of course, even more palpable would be the effect should this process proceed from "Draft Regulations" across the Rubicon to be established as "Official Regulations".

The cost of our present buffet, although we are still waiting for the majority of the food to be delivered at our shared table, may be more than the $10.99 per person listed on the menu board outside the restaurant in Shenzhen or at any restaurant outside Super Photonics Ltd, in Xiamen, Fujian Province, China.  It appears that the owner of the restaurant, Mr. CCP, may have increased the price after POET set down to the table while the appetizers were being served, but before we could enjoy the main course.

"The order covers advanced computer chips, micro electronics, quantum information technologies and artificial intelligence."

https://www.usnews.com/news/business/articles/2023-08-09/biden-is-about-to-sign-an-order-restricting-u-s-investments-in-chinese-technology

My memory has declined with the addition of more and more candles on the birthday cake, but what little memory remains reminds me that at least one or more of those items covered in this new proposed regulaton somehow interdigitates with the area of research and product development featured by POET Technologies.  I am certain, however, that my recollection will be corrected instantaneously by diligent members of this message board if my memory of  the areas of interest for POET Technologies does not encompass the parameters proposed by the Biden administration.

Best wishes to all POET investors.   Onward through the FOG!

Okiedo