Its annual filing shows who depends on that neutrality: NVIDIA at 27.6% of revenue and Cisco at 18.2%, nearly half the company between two customers, with an Amazon high‑performance‑computing ramp emerging. I note the CEO mentions programs with three different customers, calling the work an evolution from silicon photonics and the precision photonics packaging capabilities we’ve developed over many years, while admitting the revenue amounts are relatively small right now. As the steady hand that aligns lasers and fibers, I benefit whichever architecture wins.