I forgot to mention something important as it pertains to the ecosystem Ayar is building with Global Foundries Nvidia and HPC etc. the fact that Poet can customize solutions for their customers thanks to Suresh's ingenuity is a major signal to all customers needing a light source, they can come and work with Poet , they can have custom designs met in a timely fashion that meet their cost thresholds and that's the bottom line in this business.

Interesting note, Tyche partners is also invested in both Ayar Labs and Celestial AI.