It could be used for very specialized applications in the near term. Niche market at the moment I would say. I think they want to prove out the tech and use it as a marketing tool at the same time.
"The first 4x200G and 8x200G transceivers will be shipped in late 2024 and we have sharply increased our forecast for these modules in 2025. We have also added 3.2T transceivers to our model. Combined sales of 1.6T and 3.2 transceivers, LPO and CPO will add up to almost $10 billion in 2029, accounting for the bulk of sales of Optics for AI Clusters"
https://www.lightcounting.com/newsletter/en/july-2024-cloud-data-center-optics-295