Great points as usual Lumenge (and Guernsey)!
I listened to Andy Bectholsheim at the OFC Conf this year give a talk on how the speeds coming off the chip (Serdes lanes) will be here shortly (2023) so they will basically be bypassing 400g quickly to get to 800g and then when the 200 Serdes lanes hit us they'll need 1.6t probably by2025..