One could visualize the potential demand for POET's light source requiring significant capacity. If you are CAI who at this point in time are very dependent on POET's light source for both current generation and next generation. Then it makes sense for CAI not to provide POET with marketing, potentially increasing the demand for POET's light sources. Will there be enough capacity to supply the projected demand for the AI market in general. Will there be competing interests for POET light sources?

https://www.youtube.com/watch?v=QSvvWM5iXlY&t=94s