u/AleaBito on The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.

uh POET still requires InP for actual light production (which was the post). If AXTI and Vital decide to jack up InP prices because hyperscalers go directly to them for supply as insurance like how Nvidia already pre-paid for supply which caused the initial shortage, gg. POET is still at mercy of laser-grade InP suppliers. There's no way around that for the next two years Poet uses silicon wafers, which addresses the substrate bottleneck but they're still at mercy of InP.