Don't Underestimate Poet's relationship to Celestial AI ....... in my opinion.
Just how much of Celestial's Photonic Fabric might have to do with and/or because of Poet? Think about that.
Celestial AI gets all of the excitement and juicy fund raises because it has an end product and solution that changes computing. How much of Poet's Interposer is part of their solutions? As Celestial comes out if its cocoon and becomes an AI Hardware butterfly, how much pollen from Poet's flowers become part of this overall solution. Remember Poet's low hanging fruit is in the transceiver sector of the market, but its real juicy attributes will shine celestially. I believe that it will be the sales the result from co-developement with Celestial that will make Poet a star as well. Celestial AI certainly seems grateful in their dealing with Poet in my opinion.
Gilver