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Technology Stocks : The end of Moore's law - Poet Technologies
POET 6.630-6.2%Oct 29 3:59 PM EDT
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From: longz7/29/2025 8:54:04 PM
1 Recommendation

Recommended By
toccodolce

   of 1509
 
Man this sure spunds like POET TECHNOLOGIES!...This is very well written...

The Silent Chip War: Why the Next Big Opportunity isn’t NVIDIA, but Silicon Photonics | by Alex Sandro | Jul, 2025 | Medium

ChatGPT AI===>>

Man this sure spunds like POET TECHNOLOGIES!...This is very well written. People who aren't familiar with data center architectures and photonic technology can understand the significance of what he is describing....https://medium.com/@alessandroamatorij/the-silent-chip-war-why-the-next-big-opportunity-isnt-nvidia-but-silicon-photonics-072cb276e659

ChatGPT said:

?? Title: “The Silent Chip War: Why the Next Big Opportunity Isn’t Nvidia, But Silicon Photonics”
?? Author: Alessandro Amatori
?? Platform: Medium
?? Date: July 2025
?? Relevance:

  • Offers a clear, non-technical explanation of how silicon photonics is reshaping AI infrastructure, especially in data centers.

  • Highlights how current architectures are constrained by electrical interconnects, while optical integration (POET’s specialty) solves power, bandwidth, and latency issues.

  • The discussion aligns precisely with POET’s Optical Interposer strategy.

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