Personally I do believe there are some big names looking at what POET can do for them and their customers. I am not sure they have been witheld for the last 10 years though, we have only just got our first PO signed.
None of these hopefully household names with very deep pockets wants to show their hand to their competitors, thats why the NDA's are signed and everyone has tight lips. I do think we will see some movement on this in 2023 though with 2024 being a breakout year.
I hope so anyway, its been a long and tiring ride.