As work continues on the transceiver optical engine designs (plural) for data centers they are also making moves towards more advanced applications.
We are actively evaluating Poet's Optical Interposer platform technology with potential partners for markets beyond data center transceivers, such as high-speed computing for artificial intelligence applications and co-packaging of optics with next-generation switching devices."
I suspect the next announcement we get will be NRE for customer specific data center transceivers but it also appears that they will roll out their own (generic off the shelf) optical engines for transceiver module makers
Keep on trucking.