Holding POET Into Q4 Earnings: The Numbers That Matter

2026-03-25 17:49:04 ET

Introduction

The Canadian company Poet Technologies Inc. ( POET ) is in the midst of the transition from a pre-revenue stage to operational expansion and commercialization of its photonic integrated circuits (PICs) and optical modules (800G and 1.6T, with the 3.2T in the development stage), protected by patents. As I explained, its main innovation is the Optical Interposer , which integrates photonic and electronic components on a single chip without wires. The advantages of this solution are lower cost (fewer components are needed) and power efficiency. We immediately understand that we are talking about the intriguing layer of the AI stack. Compute is where NVIDIA and AMD play, while we find POET in the infrastructure and networking layers. This means that POET is not a computer or a software company. Its optical engines move data between AI accelerators at extremely fast speeds (basically, the speed of light). Without this role, GPUs would be a massive bottleneck for AI. With an analogy taken from the human body, NVIDIA plays the role of the brain, while POET produces components that are part of the nervous system....

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