Yes OC I am looking forward to POET updating some of that info from last year with at least an update of the number of major companies now under NDA. The last presentation quoted both Microsoft and Arista search for an optical interposer for co-packaging the ASIC so yes no  official  statement has been made on the topic but we know that POET is  dealing with leading Tier 1 global  companies so I think  it would be more than surprising if  Microsoft was not one of  those companies.  I think that the Microsoft Cox comment in the article that Oz posted may well be indicative that they are in line for a POET solution.

Let’s agree to call it what it is. Well placed speculation.