On the contrary, The company cannot believe how fast they are in the position they find themselves in, being chosen to have their engines driving Foxconn's modules who happen to be the supplier to the "Tier 1's" that utilize these transceivers.

Line ''em up boys, this party is just getting started.

As for the Tier 1's Foxconn doesn't supply, how about this gem hot off today's press at 530pm:

Management Comments

"In addition to Foxconn, we are expanding our previously announced relationship with Luxshare, to include additional optical module products, and collaborating with MultiLane, a key supplier of high-speed test equipment in the industry to offer 800G and 1.6T optical modules."

I think it's the 200gb per lane engines we've just embarked on. They must be a hot product and must have turned heads at the OFC as it looks like the big boys have put their mandates in to all suppliers,  we want higher speed, using less power while utilizing the same amount of Fiber. Guess who can deliver that? Ya, Poet Technologies. (The guys that also drive Celestial AI's entire photonics fabric with their light engines as well.)

In other words, we just got everyone covered, Luxshare can supply the other Tier 1's like Meta and Apple while Multilane will fast track the devices as they are one of only 2 Companies that can even test the speeds we are talking about (200gbps).

I don't think Suresh can even believe how fast the Interposer is set up to dominate 800g-3.2T (using the same form factor) which can satiate the appetite's of all the big boys who need these speeds to dominate in the AI space.

Basically, they can purchase the transceivers from their provider of choice, which happen to be 2 of the biggest contract manufacturers in the world. Both now aligned with Poet Inside*