My guess is that the wearables market has a quicker entry point than the data centers. I believe the OI tech works for the data center, but being a new technology there are more barriers to implementing same there.  In wearables anything being developed that is cutting edge is all new, and they are stand alone products (not interconnected like data centers) so there are less barriers to entry.  Thank goodness Poet knows how to pivot, because it looks like data centers will take longer.  AI and wearables are all based on new technologies, so Poet is on a level playing field there in terms of whether or not the technology is proven or unproven.  That's my thinking anyway.