As Poet's booth at OFC is next to Arista's and a Senior Arista exec' is a Director on Poet's Board, it is interesting to see details about Arista:-
Sales : US $1.5 billion per quarter
Share price: US$265- on NYSE (Symbol ANET)
Biggest customers: Microsoft & Meta
Newer customers: Alphabet & Oracle
One hopes there is a strong relationship already in place, and that this will be cemented with future sizeable orders.