$POET Technologies (POET.US)$ POET Technologies Receives $5 ...
POET Technologies Receives $5 Million Production Order for 800G Optical Engines
POET (NASDAQ: POET) received a production order valued at over $5 million for POET Infinity™ optical engines targeted at AI data servers.
Shipments of 800G-capable transmit and receive engines (2xFR4, 2xDR4 transmit; 800G 2xFR4 and DR8 receive) are expected in the second half of 2026. POET Infinity features integrated EML lasers, drivers, MUX/DMUX, photodiodes and a compact Optical Interposer™ design that reduces bill of materials. Market research firm LightCounting forecasts the market for optical transceivers, LPO and CPO for AI networks to double from $5B in 2024 to $10B in 2026.
Shipments of 800G-capable transmit and receive engines (2xFR4, 2xDR4 transmit; 800G 2xFR4 and DR8 receive) are expected in the second half of 2026. POET Infinity features integrated EML lasers, drivers, MUX/DMUX, photodiodes and a compact Optical Interposer™ design that reduces bill of materials. Market research firm LightCounting forecasts the market for optical transceivers, LPO and CPO for AI networks to double from $5B in 2024 to $10B in 2026.
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