Jul. 10 at 3:52 PM
$POET $AMD $ARM
Why POET is undervalued at 500 million market cap.
Here is another snapshot for you guys. More information: the Celestial AI factor.
🌐 Strategic Significance & Market Potential
• Celestial AI’s Photonic Fabric™ uses integrated light for data flow across chiplets—POET supplies the backbone light engine .
• The AI hardware market is projected to exceed
$70 billion by 2025—POET Starlight plays a key role in that architecture .
• Reddit-based modeling (hyperscaler deployments and mass volume) hints at significant revenue upside:
“Using the low end of 100,000 units… guessing a
$500 price tag… that is
$1.6 billion in revenue.” 
Investment Impact
• Revenue ramp catalyst: This tier-one design win shifts POET from R&D into real product monetization.
• Long-term upside: If Celestial achieves mass deployment with hyperscalers, POET stands to gain hundreds of millions to over
$1B from just this collaboration.
• This deal also serves as a proof point for POET’s broader Optical Interposer tech—validating its role in next-gen AI and HPC architectures
