I'm no smarty-pants, but will offer this:

Nubis appears to be focused on Optical I/O, AI/ML, CPO, therefore a better comparison or closer competitor may be Ayar Labs' TeraPHY product. 

Nubis website also indicates they have some transceiver solutions, but these appear limited to DR, perhaps due to the architecture of the platform.  So, up to 500M reach with a pair of fibres required for every channel.  These are intended for shorter reach solutions, not applicable to beyond 500M (ie FR4, LR4, etc) and no mention of multiplexing to cut down on number of optical fibres, etc.  Likely the POET's platform excels in other areas as well.  Not sure that transceivers will be their focus.

Ayar may want to check their side view mirror.