$250M plus is applied across all verticals listed. The edge and AI I would hazard  to guess will be so much more  than this as  the optical interposer  platform appears to be the only real solution for the massively parallel optical interconnectivity that will be required. POET is the only real solution that can produce this level of optical integration density at the scale and through put required in a totally automated fabrication flow. The building blocks have been established to do this at the scale required.  This is not R&D fantasy this is reality.