Then there's the possible POET-Broadcom-Nvidia connection too.
“Enterprises continue to demand larger AI clusters, elevating the importance of cutting-edge optical interconnects,” said Craig Thompson, vice president of LinkX products at NVIDIA. “NVIDIA is at the forefront of photonics innovation, and Broadcom has been an important optical-component partner, matching the pace and scale required as we advance our HPC and AI optical-interconnect technology.”
https://www.broadcom.com/company/news/product-releases/61941?utm_source=social&utm_medium=linkedin&utm_campaign=ai-oc
Suresh: "The right place at the right time with the right solution."
Please revisit: https://www.youtube.com/watch?v=mIsAL9ckU8s