Okay, so we have the following quote from the Trendforce article:

• Reportedly, the primary reason Foxconn has secured the exclusive order for NVIDIA’s NVLink is due to their long-standing cooperation and mutual understanding. Foxconn has been a leading manufacturer for network communication equipment for years, making it a reasonable choice for NVIDIA to entrust with these orders.

This teaches us that Foxconn knows what NVIDIA needs, and NVIDIA knows that Foxconn knows what NVIDIA needs, and Foxconn knows what NVIDIA needs even before or better than NVIDIA knows what NVIDIA needs.

Now combine the above with the following quote from POET’s Foxconn news release:

• As part of the collaboration, POET will develop and supply its silicon photonics integrated circuit optical engines based on the patented POET Optical Interposer™ technology and FIT, one of the world’s leading manufacturers of interconnect technologies, will design and supply the high-speed pluggable optical transceivers for delivery to some of the largest end customers in the world.

What is the result? Well, simple: It’s music to my ears!