I believe it will be more Poet chips. And as the photonic fabric standard becomes ubiquitous, it will likely need even more Poet chips to feed even larger addressable needs that AI simply needs. Poet chips will be in demand on four key levels at least: 1. Much lower energy consumption; 2. Highly scalable lower cost production in ultra-high volume to meet market demands; 3. Designed-in easy transition to generative versions of itself; thus, lower R&D for Poet's customers; 4. platform enabler for Poet's customers; eventually, recognized globally as a technical platform and standard.

In my opinion, at the moment Celestial AI announces their first series of volume orders and IPO's on the Nasdaq, Poet in its wake could achieve a multi-billion market cap with this client alone. Then factor in orders from Foxconn, Luxshare, and Mitsubishi, that could result in a tripling or quadrupling of that taking Poet to a 10-20 billion US market cap in short order once revenues happen and stretch ultra-fast to chase to meet ever-growing market demands. 

monolithic