I agree with your premise, Mack/Outtahere also wrote a niece pice last week on how we're joined at the hip with Celestial AI as well. 

The funniest thing is if you go to their website, it says they're in "Stealth Mode" and that's exactly what everyone's waiting for, when they come out of Stealth Mode finally Poet can garner some respect and attention as these  AI Accelerators are the hottest thing in the market... from a trusted source.

https://www.semianalysis.com/p/nvidias-infiniband-problem-qmx-ai