Sivers Photonics ($SIVE) and POET Technologies – thoughts on both in the AI photonics / CPO space?

Hey,
Been reading up on silicon photonics and CPO stuff for AI data centers lately. Two names that keep popping up are Sivers Photonics ($SIVE) and POET Technologies.
Sivers has good DFB lasers, some real revenue already from photonics + wireless/defense/SATCOM, and it looks like they’re pushing hard to go bigger globally with AI focus (new board moves, talking about US listing etc.).
POET has this Optical Interposer thing for integrating photonics and electronics really tightly, going after efficient light engines.
They have a partnership where Sivers lasers + POET interposer make External Light Sources for CPO and next-gen AI. Prototypes planned for first half 2026 and production ready towards the end of the year.
For those who follow this space, what do you like about each? Which one are you more bullish on for the long run and why? How big of a deal is their partnership – good for both or will one end up dominating?
Also interested in key things to watch this year like milestones, risks, and how they stack up against the big guys like Broadcom, Marvell etc.
Just trying to get a better feel for them, not looking for advice or anything. Appreciate any thoughts!