A community user suspects that POET and SIVE are supplying a top-3 hyperscaler, based on a
A community user suspects that POET and SIVE are supplying a top-3 hyperscaler, based on a LinkedIn post from Lumilens' CEO referencing CPO/NPO, and interprets the breadcrumb as bullish for Sivers' laser business with POET.
“Fun new information discovery from Poet OSINT community: Seems likely that $POET / $SIVE are going to power a Top-3 hyperscaler (either Amazon, Microsoft, Google). Given a Linkedin update from Ankur Singla (CEO of Lumilens). Who stated their customer is one of the top 3 hyperscalers with their post focusing on CPO/NPO. With that clue, seems more likely the Sivers CW DFB light source path over other EML suppliers given it's CPO Scale Out/NPO. If you don't remember, Sivers is the laser supplier to Poet. And Poet has purchase agreements with Lumilens. Always fun to find major potential breadcrumbs in the wild before they're officially confirmed. (Disclosure, long Sive)”Original post：X / @aleabitoreddit ↗