chatgpt : you got what you asked for

Whether these companies are competitors or customers of POET ...

The last days I checked in detail manually the most well-known, very large companies such as CISCO, NVIDIA or AMD regarding their products
And a lots of little companies/startups too

I have to come to the conclusion that what POET offers (and has much more in the pipeline) and especially considering POET's company size is much more of a challenge for all other companies.
Nobody else is talking about and achieve 3.2T or even 6.4T, but POET

Other companies as true competitors have to be afraid of.
And as a customer they would have POET's products today rather than tomorrow.

Thus I mean, POET doesn't have any real competition with its products (yet).
At most in the sense that there are many long-established, old-fashioned (but working !) customer relationships.
I see this as the biggest obstacle to overcome for POET's successful future
At least luxshare and FIT will help to achieve this.