POETNew deal, bigger ambitions
POET Technologies says it has entered a supply agreement and strategic joint development partnership with Lumilens to advance wafer-level photonic integration — basically the plumbing that helps AI networks move more data, faster, without melting down like your laptop on a video call marathon.
Why this matters
The pitch here is pretty simple: AI models are getting hungrier, and the networks feeding them need to keep up. If POET can help build the optical interconnects that make that happen, it could turn some of its technical know-how into something customers actually buy.
The investor angle
This isn’t a revenue report or a giant order announcement, so don’t treat it like instant hockey-stick magic. But partnerships like this can matter because they:
- validate the technology,
- widen the commercialization path,
- and give POET another way to stay relevant in the AI infrastructure arms race.
Big picture: if AI is the party, optical networking is the bouncer making sure nobody gets stuck in the hallway. POET wants a bigger role at the door.