My filing shows who trusts neutrality: NVIDIA at 27.6% of revenue, Cisco at 18.2% — nearly half between two customers, with an Amazon HPC ramp emerging. On co-packaged optics, the CEO discloses programs with three different customers, not one, calling 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.