This had to happen. Nvidia's flagship chip is $30,000, and they are backed up on orders, driving their SP insane. Samsung wants a piece of it, so they will pursue something less targeted by Nvidia and work their way up the food chain. Meanwhile, CAI is agnostic regarding the CPU, GPU, and High-Bandwidth Memory (HBM).

Remember that the CAI founder, Dave Lazovsky, was on POET's board of directors. I think he saw where the puck was going and left in good graces to form CAI based on a key piece, a POET product, the Light Bar, and possibly other things made possible by POET's products. Others will follow, but CAI "saw the light" first. 

This tech stuff glazes the eyes of the typical investor. Once the medium and large companies using POET start making waves and it becomes clear that only a few companies can supply the necessary OIs, Light Bars, and other variations, it will light a fuse. 

I know many have heard it for years and are getting pretty cranky, but all will come right, and you can post your full-throated apologies or I knew it all along statements right here next to the bowl of crow.