RE:Poet and 800g I think there are a couple of key differences.
In the end Poet will have a larger adressable market but that is relative and SEV has a large adressable market.
Right now, SEV is in their third iteration of their product and Poet is gaining acceptance for theirs. What helps Poetis they are using known good components so they are on a fast track to acceptance I believe.
In theory, they are both going to save their end users money on the power consumption side.
I wonder if Celestial AI could use SEV's products or if CAI's is just a chip level product?