This semiengineering paper is highly interesting, summing up the hot spot of this industry.

It mentions the three global players in this game: IBM, Intel and Cisco.

On moment, let us remember the POET NR of Januar 22nd 2018:

...today announced the appointment of Don Listwin to its Board of Directors, including roles on both the Compensation and Audit committees.
Listwin has over 30 years of technology investing and management experience, highlighted by a decade at Cisco Systems, where he served as executive vice president. During his tenure at Cisco, he built several multi-billion-dollar lines of business, including the company’s Service Provider line of business that underpins much of today’s global Internet infrastructure.

So could it be that Mr. Listwin is the interposer between Cisco and POET? Olala, another multi-billion line of business!!!