This is also supported by comments from within Nokia on February 24th:
hellaSmac: I work at infinera/nokia as a wafer fabrication technician, yeah we’re really busy from a huge order from the big companies around silicon Valley.
Me: Great to hear the fab is buzzing. Seems the San Jose 25x capacity facility with 6-inch wafer will be needed asap. How do you see that transition proceeding? As per reports just Feb 18 “Infinera Corporation acquired South San Jose site from Kennedy Wilson Commercial Investment Group for $27 million”.
hellaSmac: There’s a delay it supposed to be starting to operate last January but the city didn’t gave us the permit. The new hired engineers they trying to ramp up all the tools so once we got the permit we’re gonna start the qualifications. They say it might take some time to fully operate in san jose. That’s why they hiring new people to the fab because its getting really busy.
Nvidia was not referenced, but there indeed seems to be demand for Nokia’s Sunnyvale optical production. “Qualifications”, which the username is referring to, is according to Gemini:
”Qualification (process qualification) is a critical phase where a new production line is validated before commercial production. Its purpose is to ensure process stability and yield: i.e., that the new 6-inch wafers produce consistent and defect-free chips in accordance with the strict standards of hyperscale customers. The phase typically lasts 3–6 months and includes equipment fine-tuning (tool ramp-up) as well as component stress testing. Before passing this phase, the factory cannot deliver volume products to customers, even if the equipment is already physically in place.”