I see your point Lumenge. In much the same way that the platform can be applied across numerous applications (the mixing and matching of devices) it would stand to reason that they are working with multiple Tier 1 companies now. I suspect that the 800G co-packaged with a switch ASIC  is probably associated with the same Tier 1 but this new application associated with high performance computing would no doubt be a different animal that is common to both optical and electrical domains. The Sherlock’s here have much to work with now.  

I look  forward to seeing where these new leads take  us.