I read the article, but I find that the shortages may not be a bad thing as it will just end with a lot of waste otherwise due to many companies over developing a platform that is not viable long term. We are not at the stage where the demand matches the usability of these devices. It sounds a lot like Lumentum wish to influence how all it's competitors design their products for Lumentum's benefit, rather than focus on what maybe optimal.
Right now we need a lot less hype to maintain funding, and a lot more acceptance of we don't yet know what is optimal. We can still make significant progress towards a useful photonics computing platform that makes use of the differences in comparison with classic computing. That progress doesn't need to be at scale yet. Especially when that company has backing that doesn't require sales to maintain research and development.
Right now we need a lot less hype to maintain funding, and a lot more acceptance of we don't yet know what is optimal. We can still make significant progress towards a useful photonics computing platform that makes use of the differences in comparison with classic computing. That progress doesn't need to be at scale yet. Especially when that company has backing that doesn't require sales to maintain research and development.