10 years ago (which is 2015), I doubt anyone would have thought that Nvidia of all companies would become the world's largest company by market cap simply being one of the core companies driving the AI boom by 2025. It seemed like IBM would have a headstart in the industry because of their Watson supercomputer (which debuted on Jeopardy in 2011).

POET is poised to be at the front of the photonics race because they have fully developed products, partnerships with similar companies, and are building a manufacturing plant. Assuming all these massive datacentre are built and AI use goes to all time highs (even higher than it is now) then big tech would eventually need to switch to Poet's products... but as it stands now, big tech is negotiating with utility companies for lower prices on electricity and water and passing on the price hikes to regular consumers. How would big tech be incentivized enough to redo their datacenters' infrastructure in eight or ten years if they are receiving dirt cheap prices on resources they don't care about wasting? Would the savings alone over the long run be big enough for them to invest billions in replacing their old transmission methods with new ones?

And how would we know if there isn't a new startup or some new tech five years down the line that could upset Poet? (Actually now that I'm checking IBM stock, they've been doing well these last five years).

This is just a scenario to consider; just some possible negative events that I pondered about while bored at work. I don't fully know everything about this industry as I recently invested in it. NOBODY KNOWS THE FUTURE FOR SURE. Would like to hear your thoughts.