Really great article, thanks, the link to those names should get people talking.  Shame POET aren't mentioned directly but this snippet must be referring to their OI tech??

Celestial AI’s Photonic Fabric, in contrast, uses a silicon photonic modulation technology that, in Lazovsky’s words, is “about 60 times more thermally stable than a ring.” This, he says, will enable the Photonic Fabric to deliver bandwidth beyond the beachfront, and directly at the “point of compute” or data consumption in the ASIC. (He notes that the thermally stable modulator is already “in volume production for other applications”; Celestial AI is just the first company, he says, to use it in this way.)