As u already posted that connection, here s another dot:

New jobs at Infinera again. It s 7 days old and some of the details catched my eye:

Optical Systems Engineer

(...) A unique opportunity to contribute to the design and architecture of highly-advanced optical transport systems based on disruptive photonic integration technology.

(...)

Investigation of potential integration possibilities of Infinera's line system with 3rd party optical equipment as well as cross-platform feasibility studies across Infinera's product suite.

https://www.glassdoor.de/Job/santa-clara-optic-jobs-SRCH_IL.0,11_IC1147439_KO12,17.htm

sounds like they really like what that 3. party has, as they call it disruptive and need someone to make these things viable for more products.

and why set up NDA while shouting from the rooftop?

there are more customers out there and there are more dots to find i am sure.