Thanks for this DD Hogan.

Reading this article, it seems to me that your speculation is based on very reasonable assumptions.  It's interesting that POET advertised that they have a "partnership" without expanding on the nature of the relationship, though.  If Multi-lane is, in fact, in the process of performance testing for any of the big hyperscalers, even an ambiguous statement from POET (without company names) would likely have been impactful for prospective buyers.  

If this is true, I believe it's' another indication of the positive momentum POET is achieving, and the potential huge upside for company valuation.  It's steps, man!  One at a time.  In the right direction.