Falafel,
i'm sorry You're really confused, you should learn to read, or understand what you've read better because Poet has multiple revenue streams as Suresh has been touting for 2 years that Ai is one of the 4 main verticals in ADDITION to data centres. What do you think the infinity chiplet was created for? Christmas ornaments? He's going to capture the 800g data centre market first and run it all the way up to 6.4t as the leader in the transceiver space,he also has shown it without a DSP or CPO whatever the clients need, the interposer has that capability.
AI and the lightbar and all its different offspring will be a much larger market, just turn on your tv once in awhile, I don't have to prove it to you. See for yourself .