Lisa Thompson said this..............

"On November 14, 2022, POET announced it will use high-speed directly modulated laser (DML) technology from Lumentum in its transmit optical engines to enable high volume, low power, and cost-efficient 400G, 800G, and 1.6T pluggable transceivers for hyperscale data centers. Since this announcement, all the large module makers have taken notice of POET and are considering whether to redesign their current products to take advantage of the cost savings from using POET as that would be the only path to significant product cost reduction for them. "