Yes for sure TB. That video really points to how well POET fits the future needs in the data center.
The technology that was highlighted today... Infinera’s Infinite Capacity Engine. That is a totally different market. The question that needs to be asked is why at this stage is that big PIC not bonded to the ASIC to shorten all the electronic drive circuits. I think that would be very difficult owing to the size of the PIC chip. Remember that POETs optical engine is a VCSEL based transceiver. Both the detector and laser are out of plane at the surface of the chip and as such have a very small footprint for 3d bonding to silicon.
The Infinera PIC is an optical chip using InP as the substrate which is more difficult to work with (brittle with wafer size limited to 4 inch) and higher cost. But there are other differences particularly in performance and the electronic drive circuits are off chip. POET integrates the required FETs to perform this on chip.
The sooner POET gets the new website up the better it will be to explain the difference so that people do not have to be overly concerned when there appears to be something that competes with POET.
How many engines will POET have…I have seen IR detector chips referenced as Video Engines? So what will the laser array that drives the micro-display be called?