From off topic link by Oldenglish

https://venturebeat.com/2021/05/24/intel-sees-bright-future-for-silicon-photonics-moving-information-at-light-speed-in-datacenters-and-beyond/

Intel took its first steps toward that bolder vision back in March of 2020, when it demonstrated a 12.8 Tb/s Barefoot Tofino 2 switch co-packaged with 1.6 Tb/s integrated photonic engines passing DR4 standards-compliant 400 Gb/s Ethernet traffic.

Bringing photonics onto the package, right next to the switch ASIC, confers several benefits, including saving power. Instead of inefficient copper traces running from the switch package to big pluggable interfaces (often with re-timers in between), fiber runs from photonics modules to a faceplate connector. Those smaller connectors also help increase density. And wafer-scale manufacturing means reliable on-chip photonics engines can be integrated at lower cost.

If Poet is the only company that has wafer-scale manufacturing, this could be a possible customer.