So I just tried to translate it again with deepl and what I got out of it was: The 10s of millions optical modules referes to globally shipped high speed modules (800G)... As they mention it later in the news that in Q1 there were 3 mil. optical highspeed modules shipped.

And then he is saying that 1.6T will actually ship a first small batch in 2024 globally. 

So please stay on the ground. 

They don't mention at all how much SPX is going to ship this year. Same as Poet.

Just my 2 cents.