Clifford, is your question there related to whether POET will receive revenue from SPX sales? This is a discussion I've had with fellow investors.  The latest Zacks report highlights this and yes, POET will receive revenue from SPX sales:

"POET will begin booking product revenue when it sends interposer wafers to SPX that are incorporated into products bought by SPX’s end-user customers, or when POET ships advanced products, such as its packaged light sources for AI accelerators to customers from its Singapore location. We expect this will happen in Q3. SPX should then show its first revenues in Q4 as it ships products to its Chinese module customers. As the interposer is a third or less of the cost of an optical engine, every $1 in revenue for POET is $3 or more for SPX. So, if POET books $10 million in sales in 2024, SPX would book at least $30 million. The value of POET would then be both that of a company generating $10 million in sales and 80% of a company generating $30 million in revenues."

If I understand this correctly and use the BFYY deal as an example, POET will stand to make $10m by selling the interposers to SPX, who will then sell $30m in optical engine purchases, over a 3 year period to BFYY.  

That being said, I don't see $1m on the $3m initial purchase order from BFYY on POET's financials, so perhaps some further insights are required.

https://s27.q4cdn.com/906368049/files/News/2023/Zacks_SCR_Research_04102023_POET_Thompson.pdf

https://poet-technologies.com/news/2023-may-11.html