POET Technologies: Not A Speculative Bet Anymore
Seeking Alpha·2026-01-24 12:30
Industry Insights - The AI supercycle is continuing to thrive, leading to an increased demand for data center infrastructure upgrades [1] - There is a notable transition occurring from 800G to 1.6T transceivers, indicating a significant technological advancement in the industry [1] Investment Opportunities - The current market conditions present an ideal opportunity for investment in companies involved in data center infrastructure and transceiver technology [1]