Tpower: Is this not what Apple stated.. THEY where going to build their own... If so is it with Poet "bricks"?

I wouldn't rule that out completely, but I'd give it a low probability.

Yes, since Apple waves their GUP vendor goodbye, they must have another one or they must have designed the GPUs themselves. I don't know what is more likely.

However, I would assume Apple would like to see much more evidence from POET before going with them. But who knows! With Apple, there's always room for surprises.