POET Technologies Inc. (POET)

Overview

POET Technologies (NASDAQ: POET / TSX-V: POET) develops optical interposer technology enabling high-speed, low-power photonic integration. It aims to solve bandwidth and thermal bottlenecks in AI and HPC systems by integrating photonics directly onto chiplet architectures.

Competitive Edge

• Optical Interposer Platform: Unifies electronic and photonic components on a single substrate, improving density and yield.
• Energy Efficiency: Dramatically reduces interconnect power per bit compared with copper or pluggable optics.
• Scalability: Compatible with foundry processes; supports co-packaged optics (CPO) for GPUs, AI accelerators, and data center switches.
• Partnership Ecosystem: Collaborations with Celestial AI, ADVA, LuxshareTech, and tier-1 packaging houses for AI optical modules.

AI/HPC Applications

• In AI training clusters, optical I/O enables high-bandwidth, low-latency connections between GPUs or custom accelerators.
• For HPC, the interposer allows chiplet-based compute scaling without traditional reticle size or electrical I/O limits.

Future Outlook

• POET’s tech aligns with trends in co-packaged optics (CPO) and optical chiplets, expected to dominate by 2026–2030.
• Key growth areas: edge AI data centers, AI inference nodes, and large-scale GPU cluster connectivity.
• Challenges: competing with NVIDIA’s in-house CPO, Ayar Labs’ optical I/O, and scaling production with foundry partners.