Dash > Reads like a lot of nipping at our heels....
After having finally found time to read the article my take away is that there are so many people going in different directions with the same goals. But, the one common direction that relates directly to POET’s strength is that optical connections associated with all these technologies are increasing. And POET’s Optical Interposer offers what I think will become recognized as the best solution regardless of configuration that everyone can use and it will establish new business models along the way.
Microsoft's Brad Booth noted during his presentation on the "Beyond 400G" panel that optics is on the verge of being adopted "all the way down to the server ... I'm talking an order of magnitude more optical connections."