Between Celestial AI's Orion product and Photonic Fabric product, the Photonic Fabric product would likely use more optical engines supplied by POET Technologies. Here's why:

1. Orion Product:

• Orion is designed as a photonic compute platform aimed at accelerating AI workloads. It focuses primarily on using optical interconnects within specific AI models and compute units. While it uses photonics, it is focused more on specific AI computation tasks rather than connecting large-scale components across data centers.

• Orion likely uses fewer optical engines because its application is more localized to AI inference and machine learning acceleration, rather than widespread data transfer across various computational units.

2. Photonic Fabric Product:

• Photonic Fabric is a data center interconnect solution that connects different types of xPU (CPU, GPU, DPU, etc.) units to HBM (High-Bandwidth Memory) and other memory/storage units within a data center.

• Since Photonic Fabric is designed to create a high-speed, large-scale photonic fabric interconnect across data centers, it would require many optical engines to handle the massive amounts of data transfer between different processors and memory units. These interconnections need to happen across various components within the data center, resulting in the need for more optical engines compared to the more localized application of the Orion product.

Conclusion:

The Photonic Fabric product, with its focus on creating a large-scale interconnect infrastructure across data centers, would require significantly more optical engines than the Orion product. This would lead to greater demand for optical engines from suppliers like POET Technologies.