I've seen enough. NVIDIA is connected to POET. Not directly, but via Foxconn and likely others, including CAI. I believe an NDA is muzzling direct mentions and connections, but the middlemen are connecting POET and NVIDIA.

POET spreads a lot of ink about how much better their optical products are, so I don't see how the most advanced AI chip companies will skip the POET products. I am sure there are competitors or there will be, but I have not seen anything about them. 

Being directly linked to NVIDIA will attract more investor attention than going to the Oscars with Margot Robbie on your arm.