So maybe I got this wrong:
My Post at Sept.13. as an answer to Dr. Mo Jinyu´s presentation https://poet-technologies.com/docs/presentations/POET%20Presentation%20for%20CIOE%202021.pdf
"...and looking at slide 22, on the right in the middle (400G FR4 TRx) you can see the letters "Ac" at the very right edge. Snippet of "Accelink"? Pure speculation..."
Acacia would fit, too.
I am not a techie, so I can´t tell from the announcement. But to be honest: I think it´s too early as POET´s samples are shipped right now. A network vendor cannot promote a new product line without having every single part mass production ready. This would be much too dangerous.
What we see here is an industry bringing itself in position. Every company tries to define its territory. It´s the right time for Poet to break cover.