Our list of partners is growing and impressive for this stage of the products in the 800G and Lightbar markets. The "bigs" will get what they need and may even prefer a POET-sized company where they can dictate terms to an extent until POET takes off and money is not an issue.

In the interim, they keep the NDAs in force to keep the world from knowing how they will roll out their upgrades to 800G and optical interconnects to accommodate the AI loads. 

The money problems of POET are temporary as long as the technology is on target. They can be solved with supplier-friendly terms, an ownership stake, a timely press release, a bankable purchase order, or a JV. 

The bigs will get what they want. They have lots of cash, and they have experienced the cash challenges of scaling up themselves some time ago. If they want POET's solutions, they will fund them one way or another.

Another thing to consider is that once they determine that they will want these things in quantity, they will investigate how this will get delivered: financing, technology partners, timelines. From my POV, they will like what POET has done and the growth path they have set up. The money will come one way or another.  

By the way, if they want board seats, personnel changes, guaranteed access to volume production, and 12 other things I haven't thought of, they will have it. 

Remember Theresa Ende. Read through her LinkedIn

https://www.linkedin.com/in/theresaende/details/experience/