Celestial AI is in stealth mode regarding how they are doing it. I suspect there is an understanding with POET and likely some NDAs regarding the engineering they have done to make the photonic fabric work. So I don't expect a lot of talk from POET about CAI beyond what has already been released.
If the deal was "off" I think that would be material and would be mentioned.
My guess is that we may hear of other applications within the CAI system for POET, or complimentary companies using POET's tech for other aspects of moving data around. It's nice to hear from Suresh that we could have a big event at any time. There are a lot of initiatives going on at various companies that need what POET has or something like it...