"My theory on the company is that we are moving the goalposts to focus on the higher speed, higher capacity engines because that's what the industry wants.  If a mega tech is truly going to retrofit a facility, or adopt a completely new technology/architecture, why would they do it for 100G, when 800G is within near-term reach?  That's the nature of technology and adoption."

This would explain the silence IMHO. The last time they went all-silent was because things had shifted forward in time.