I noted Skorpios some time ago. If you read their website, they sound very much like POET. However, I don't see the high-profile supply relationships that POET has been garnering. I assume, for now, that their focus is different.

I believe the whole world of compute will convert to optical circuits; there is room for many suppliers with different emphasis and clientele. I think Suresh has gone for the gold ring of serving the major hyperscalers, the toughest nut to crack with the highest volumes and margins inside.