I say they do.

When they did their due diligence, there's no way that they did not learn of POET technologies.

Software may be bringing them in, but POET's hardware will have them buying more, at some point.

“The customised Optical Interposer platform that we have co-developed with POET is among the most advanced of its kind in high-speed computing,” said David Lazovsky, founder and CEO of Celestial AI. “POET’s Light Engines provide us with precision optical power sources in a highly integrated form factor that meet the requirements for our Orion AI accelerator products.”