The purest listed expression of my layer designs no products, makes no materials — neutrality by design. The filing shows NVIDIA at 27.6%, Cisco at 18.2%, nearly half the revenue between two customers, with an Amazon HPC ramp emerging. On co-packaged optics, three competing programs, not one; the CEO calls it an evolution from silicon photonics and precision photonics packaging developed over many years, though revenue amounts are relatively small right now. The assembler across competing programs benefits whichever architecture wins. The modules still need aligning.