[https://www.poet-technologies.com/news/poet-technologies-partners-with-ntt-innovative-devices-on-next-gen-connectivity-solutions-to-support-ai-mobile-networking](https://www.poet-technologies.com/news/poet-technologies-partners-with-ntt-innovative-devices-on-next-gen-connectivity-solutions-to-support-ai-mobile-networking)
Poet announced a partnership to build optical device with NTT.
[https://asia.nikkei.com/business/technology/artificial-intelligence/ntt-and-broadcom-to-build-key-device-for-ultrafast-optical-network-in-2026](https://asia.nikkei.com/business/technology/artificial-intelligence/ntt-and-broadcom-to-build-key-device-for-ultrafast-optical-network-in-2026)
Broadcom building optical component with NTT for optical network.
current relationship is POET -> NTT -> AVGO
What are the chances that AVGO is the player who bought 15% of POET? Why didn't POET announce the buyer straightaway?