Good chance it is imo.  Andy B has mentioned several times he was looking at innovative start ups that they could partner with to make a significant impact on efficiencies but was cautious as he was not convinced yet they are ready for scaling to meet volume demands. ( paraphrasing)

Never mentioned Poet. He last made those statements to my recollection in march. Note how Suresh has gone out of his way lately to comment specifically that the OI and its released products are all scalable for mass production. Maybe I'm reaching to far but I feel like it's a shout out heads up of what's coming.