I think the most important message that should be derived from the subject announcement is the fact that they have secured the best flip chip DML's available in the market today. It is a very big deal and is required to meet the specifications needed for hyperscalers. I don't know whether the people here recall that when Facebook first implemented 100G the lasers were dead on arrival. They were not burned in. 

That will not be allowed to happen again. The lesson has been learned. These large data center operators demand the most reliable lasers that exist today. That is the supply that POET has attracted.

Working with a market-leading designer and manufacturer of lasers, Poet's optical engines will be the industry's first implementation of DMLs at these data rates. Poet will use the breakthrough DMLs for its modulator-free design of the Poet 400G transmit engine. Its small size and chip-on-board design will allow 800G and 1.6T designs to easily fit in an industry-standard 1.6T OSFP-XD form factor.

The real question in my mind is how was POET able to secure this deal? It is a very significant commitment for a market-leading designer and manufacturer of lasers to make with a new company that is just entering the supply chain.