I believe CAI is on target to weave all of this together for the hyperscalers and also down the ladder to enterprise systems and smaller for the AI workloads. They will come roaring out of the gate. Following that, the rest of the industry will try to be part of the CAI solutions, or come with a "me too" approach that can compere. 

Dave Lazovsky is very hungry to do an IPO which will make them flush with cash to compete in this race.

POET will be included in various versions of CAI's solutions, and others.