I've read it through a few times now, and I cannot tie the ideas together that are presented in this statement:

"At the same time, a well-funded partner capable of making investments in both DenseLight and in additional manufacturing capacity will both support the anticipated ramp of POET’s Optical Interposer and transform DenseLight into a world-class manufacturer with global market reach."

At first, I saw this as concurrent, such that it was all to happen at Denselight, but the nuance seems to be that the two actions are actually separate. He clearly says "partner" and not "buyer" at this juncture. In other words, that additional manufacturing capacity could be somewhere else and yet this "partner" would also pay that expense as well. Begs the question, I suppose, as to just how cozy this relationship is really going to be, despite the comment that Poet would retain full revenue and rights to interposer activity.

Time will tell I suppose

IMO, of course