From link text: "Pluggability is an important inflection point in the transport space," said Aiya. Each generation of pluggable coherent modules further expands network coverage, enabling 800G services to extend beyond data center interconnects to metro and regional applications."
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POET is currently supplying OEs for three reaches that are "closer to the data center". The OI platform is capable, should a Tier One network company express an interest, of producing OEs for the further reaches (metro and regional) that use DWDM as the multiplexing scheme.
As an accurate-enough oversimplification, POET created the best 100G OE in the world and continued "combining" them to compound that original advantage with each iterraton of a double. 100G-200G-400G-800G-1.6T-3.2T.