This is just one of many corporate releases by Intel regarding photonics. It’s obvious they understand the urgency. In the article I link, they expect TAM in photonics to increase by at least 200% by 2025 (1/5 of a decade, if you follow math). As you’ve previously stated, Intel is behind the curve on this innovation, so their estimates of TAM are probably also lagging behind…
Koog, The experts at PhotonDelta, the EU group leading the implementation of photonics integration, when they launched their Photonics roadmap mid last year, took the question to the panel of industry experts attending: they seem to disagree with your point of view?!? Check this video at the 55th minute:
In summary it's happening today, being tested in many DCs, and will scale-up to much broader presence by 2024...
I think you need to refresh and diversify your sources on the subject, especially given the recent performance of your current source...