Lazovsky on what he's most excited about:

“The scale. The magnitude of the scale of a single socket win with this is immense. What’s beautiful about it is it has a huge impact on their bottom line improving performance, reducing their CAPEX, reducing their OPEX including the power consumption requirements, reducing rack space requirements. So we’re delivering immense value… but the magnitude…. I’ve never seen anything like it… the size of the market opportunity for each individual customer we’re engaged with.”

He stated clearly they are designing in with the big 4 hyperscalers (Amazon, Microsoft, Google, Meta). The hyperscalers are paying Celestial "Tens-of-millions-of dollars" each to custom design the product to their specifications. And that is a pittance, but the prize is being designed in to the future of cloud computing.