Found this take with a strong AI spin on the announcement interesting. Courtesy of ianc on StockTwits:
https://csimarket.com/news/poet-technologies-and-luxshare-tech-forge-strategic-alliance-to-uphold-optical-solutions-for-ai-net2024-08-01110969#google_vignette
Also, if POET is going to be the supplier of the optical engines to Luxshare, are we certain that SPX will be involved, or is there possibly another shoe to drop, like expanded capabilities in Singapore or via Silterra?