Lisa Thompson, ZACKs report of April 10, 2023: "Each accelerator Celestial AI sells has four POET chips"
Skipping her unsupported "could be" calculatons, things have changed dramatically since then. The accelerator was the Orion, out of mind, while PF (Photonic Fabric) is now in the spotlight. <= "could be" is looking a lot better.
The PF is a stripped down and souped-up version of the Orion.
The Orion is an aggregated system - all computer devices in one location. The PF is a disaggregated system - xPU and HBM devices only with all other devices located elsewhere.