u/Titor2036X

Marvell acquired Celestial AI, whose Photonic Fabric previously relied on external laser sources from POET Technologies. After the acquisition, Marvell cancelled the remaining POET orders.

So what replaced POET?

Just a few months later, Aeva announced a development agreement with an unnamed “leading optical engine provider” to develop high-power laser sources for AI data centers.

No proof, but the pieces seem to fit surprisingly well.