Great post, good information! Your detailed overview of Adtran and Vertilas's breakthrough in 100G PAM4 single-mode VCSEL technology showcases a significant stride in optical communication. Their achievement not only paves the way for more energy-efficient data centers but also aligns with the growing needs of AI/ML workloads and high-volume data processing.
However, to fully grasp the impact on Poet Technologies, could you elaborate on how this advancement intersects with Poet's current projects or technology roadmap? Specifically, how might these developments in VCSEL technology complement or challenge Poet Technologies' approach to photonics and optical interconnects? A bit more insight here would help us understand the potential synergies or competitive dynamics this breakthrough presents, aligning with the forum's interest in Poet's positioning in the evolving tech landscape.