Thanks for sharing Sollozzo....I also have been in the Broadcom corner for a little while, and  believe Suresh chose his words very strategically in the last call, and we all know being a shareholder for a long ___ time we have to continuously read between the lines to see if anything is there. Kudos to ITTR for the transcript, I focused in on this specific comment at the 12:00 mark (my bold): 

“We are the only company today that can place two complete 400G FR4 optical engines into a single QSFP module, for a two-by-400G, or an equivalent of an 800g module. Beyond that, we can architect four 400G engines into a 1.6TB engine modular chiplet, in fact we already have designed 6.4TB/second with a staggering 20G/second per square millimeter. This is almost 10X the bandwidth density of alternate solutions.”

Given that comment, please read through this release at the OFC from Broadcom. Specifically the paragrpah "Demo Showcase at OFC 2022"

https://www.globenewswire.com/news-release/2022/03/09/2400424/0/en/Broadcom-s-100G-lane-Optical-PAM-4-DSP-PHY-Achieves-Record-Breaking-Efficiency-for-Pluggable-Transceiver-Modules.html

Another nugget which may or may not be related:

[SV] That’s an interesting question. There was a case where we are obviously doing a product that is custom, and a third customer, potential customer, were there. They came by OFC and saw what we were doing and so they immediately figured out that we were the only way that particular product could have been done. So… I mean there are certain cues that would suggest that we would be inside the product. 

Given Broadcom is undoubtably aware of the Optical Interposers capabilities through Celestial AI, I'd say the relationship is quite plausable. What say you? 

HOGAN Jr.