I think there is a good chance they are all over it. We have been told that they are talking to companies regarding partnerships etc, and i assume the NDA's are a two way street. Therefore, I think it is safe to assume, they just aren't shouting from the rooftops yet.
This is why this is so interesting. We could have the most spectucular news stories running in just a few days/weeks/months.
If you build it, they will come!!