Accelink made a similar deal with Mellanox about six months ago. More and more POET is positioning itself from a position of strength and is aligning itself with companies that will grow revenues and profits.
The risk in POET continues to diminish.
http://www.mellanox.com/page/press_release_item?id=1966
Wed, Sep 6, 2017
Mellanox and Accelink Partner to Provide 100Gb/s PSM4 Ethernet Transceivers
Accelink Adopts Mellanox’s Low-Power, Silicon Photonics Optical Engine to Meet Growing Demand of Hyperscale Web 2.0 and Cloud Optical Interconnects