I think it's POET's move. They need to speak up with a comprehensive overview of what this all means. 

Mitsubishi is in all the major datacenters already. They look to be wanting more success in that realm and see POET as an able partner.

CAI is coming to the rescue of AI's energy and memory wall obstacles.

Foxconn is helping NVIDIA and many others harness the power of optical citcuits.

Luxshare is aiming at modules for a chunk of the data center market.

Laser makers are choosing POET. 

Specialty module makers Mentech, MultiLane, Adva, etc. are using POET.

We are seeing a trend. These substantial slices of the markets make it easier to win more "design in" relationships. These companies have other technologies that will eventually need optical interposer solutions. The runway is looking amazing. POET needs to explain the opportunities that are coming together.