"With the continuous expansion of the demand for large-scale AI model applications, data center hardware facilities are also accelerating upgrades, especially the 800G high-speed optical module , which is the core of computing power connection, is expected to usher in a demand for tens of millions of units in 2024 , and the 1.6T high-speed optical module is expected to be commercialized in small batches this year."

This is where I read the "tens of millions", it was in McNai's post. It is unclear to me if this is the expected broader market demand, or if this is the expected demand for SPX 800G products. 

Even a modest market share of these numbers puts the revenue into the $billions. It is worth clarifying. Maybe they want to hold off until they drop the hammer on the revenue expectations once they are firmed up with actual purchase orders. That would be a good lead up to their IPO.