Maybe I have not looked at it close enough but this is all premised on a connection between Nvidia and Darpa? Of course DARPA is involved with AI solutions; I think it is a top priority for the US government. The single most important ingredient to achieve this is massively parallel optical connectivity utilizing co-packed optics. That is not what Ayer Labs does. Ayer Labs is all about zero change silicon and integration in a monolithic package which still has to connect a light source and connect to the outside world. I think you are barking up the wrong tree. I think she meant to say what she said which is POET.
And just for your info I am currently on the bid so really I should be keeping my mouth shut right now.