Not that it comes as a big surprise. But I wasn't aware that the parther for the "Optical Computing and Edge Applications" was a "US-based Start-up"? As mentioned on slide 5 of the presentation. That surely points to Inorganic Intelligence and supports Jazzpa's recent post (below)
POET’s customer for these applications is breaking the digital semiconductor mold by integrating photonics into accelerators for AI workloads, thereby enabling step-change advancements in AI computation.
From the article above:
Inorganic Intelligence is breaking the digital semiconductor mold by integrating photonics into accelerators for AI workloads, thereby enabling step-change advancements in AI computation.