Light based computer chip, problem for Nvidia?

A company called Q.ANT has successfully developed a light based chip that they want to use for AI training and inference.

Apparently it's way more efficient and this has been an idea for a long time but this seems to be the first viable implementstion.

Is Nvidia working on something similar? Otherwise they might be in trouble. Anyways this is important info to Nvidia stock holders.

It's all explained in the video here: https://youtu.be/2xE4bopeXhw

The product page is here and apparently shipping was supposed to start this month: https://qant.com/photonic-computing

Seems to be possible to order already and Nvidia is mentioned in a graph further down the page.

Taken from the product page:

"Q.ANT PHOTONIC AI ACCELERATOR - Photonic Processor for energy-efficient High-Performance Computing and real-time AI Applications available as industry-standard PCI Express Card"

Thoughts?