Looks like Poet has the right approach and timing in ths race for more computing power.
https://www.nature.com/articles/s41586-020-2973-6.epdf?sharing_token=CfEHlvaJsv3mNW-2D4DfF9RgN0jAjWel9jnR3ZoTv0PidpMp5r-8NRiH1IAbzya1YmL5dRB8y37dAkMQIG2unId0ZSHYNbZsN1mlS8Bo_RK41qVOxTwqC1R5U2_3nLizHQ3tmgjdTsLwmIbGhcSnRIUQNL07ayh0d0QbSHeF4CU%3D
"We see hybrid optical computing systems as one of the most promising directions in this area. Hybrid systems combine the bandwidth and speed of optical computing with the flexibility of electronic computing, and could exploit a common energy-efficient technology base across analogue and digital optical/optoelectronic/electronic systems. Applied to AI inference in computer vision, robotics, microscopy and other visual computing tasks, hybrid optical–electronic inference machines could realize some of the transformative capabilities long hailed for optical computers."