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Poet Technologies is transitioning from pre-revenue to commercialization of its patented photonic integrated circuits and optical modules for AI data center infrastructure. POET's Optical Interposer technology targets fast-growing 800G and 1.6T optical module markets, with 3.2T in development and major partnerships established for manufacturing and supply. The company faces short-term risks from co-packaged optics (CPO) adoption, but long-term prospects remain tied to explosive data center buildout and evolving AI infrastructure needs.

POET Technologies has executed significant capital raises, now holding cash equal to half its market capitalization. Despite nearly quadrupling its share count in two years, POET maintains modest cash outflows and has not used the capital to cover operational losses. The raises have introduced new strategic investors, diversifying and solidifying the company's investor base.

This one earns money; however, in certain ways, it's in a more exploratory period. Many market players aren't feeling very patient these days.

POET Technologies is transitioning from a technology concept to a commercially validated platform, with initial production orders signaling a revenue ramp into 2026. I reiterate a strong buy rating as POET's Optical Interposer is now driving real customer demand, overcoming prior skepticism about scalability and adoption. POET's platform spans 800G engines, 1.6T receivers, module collaborations, and 3.2T development, positioning it for AI-driven data center expansion.

SAN JOSE, Calif., March 17, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (NASDAQ: POET), a leader in integrated photonics solutions for artificial intelligence networks, and Lessengers, a developer of advanced optical connectivity technologies, today announced the joint development of a 1.6T 2×DR4 optical transceiver module designed for next-generation AI clusters and hyperscale data center networks.

With commercialization of its advanced optical engines under way, the Company intends to reveal its latest product advancements to industry leaders With commercialization of its advanced optical engines under way, the Company intends to reveal its latest product advancements to industry leaders

POET Technologies Inc (NASDAQ: POET) is trading marginally higher in late action on Tuesday as the stock continues to trend on social media despite no fresh company-specific headlines during the session.