I'm sure there are several companies out there that feel/say they've found the Holy Grail (or at least some grail) relative to slashing the cost and/or increasing the speed of computing. 

David L. says CAI is the one. They use Poet's tech, which makes Poet the one. It's still spec, until the end users are convinced to incorporate CAI's fabric or Poet's products. But de-risking continues. The more companies that want to take Poet's tech for a test drive, the more likely Poet will be ultimately very successful. 

I just wish the test drive wasn't from Anchorage to Buenos Aires!