I agree MRIscan4u.

"With more dependable laser capabilities, new photonics solutions can transfer light at historic speeds, allowing device manufacturers to unlock broader applications and prepare next-generation products.

To me this hints at our NA tier 1 requirements and the supply agreement with the undisclosed laser provider."

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"In a subsequent phase, the Supplier will build and supply known good lasers for use by POET in the production of 400G Optical Engines."

“For most prospective customers, including the Tier 1 network equipment suppliers and the hyperscale datacenter operators, the incorporation of the Supplier’s lasers in our 400G designs will significantly increase their confidence about the operating performance and reliability of our products.  The fact that the Supplier is already producing flip-chip lasers provides POET a shorter time-to-market.  If this project goes as we anticipate, we expect to have initial production chips available by mid-2022, which aligns with our roadmap for 400G Optical Engine Beta sample availability.  This is a key move by POET to secure its laser supply in the face of a continued supply constrained environment.”

https://poet-technologies.com/news/2021-nov-2.html