POET Technologies Receives $5M Production Order For 800G Optical Engines

Leading systems integrator to receive shipments of POET Infinity optical engines for AI data servers

POET Technologies Inc. ("POET" or the Company"), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced it has received a production order valued at over US$5M for a shipment of POET Infinity optical engines. The purchase order for optical engines was made by a leading systems integrator that will manufacture and sell optical transceiver modules.

The production order represents further proof of the commercial viability and scalability of its technology that is built to power AI connectivity and meet the demand of hyperscale datacenters. The optical engines are expected to ship to the customer in the second half of 2026.

“The sales order for our leading-edge 800G optical engines is another commercial achievement that validates POET’s technology and demonstrates one of the many ways in which we can address the needs of AI data communications,” says Raju Kankipati, POET’s Chief Revenue Officer. “This particular customer is integrating POET across its ecosystem, which is a testament to the strength of our platform technology and the confidence they have in the performance of our optical engines.”

POET Infinity is a line of 400G optical engines that can be configured in a daisy-chain architecture to provide customers with 800G, 1.6T and beyond designs. For this particular module maker, POET is scheduled to deliver 2xFR4 and 2xDR4 400G transmit engines and 800G 2xFR4 and DR8 receive engines.

Features of POET Infinity include integrated EML lasers, drivers and MUX for transmitters and high-speed photodiodes, transimpedance amplifier and DMUX for receivers, as well as the hallmarks of the POET Optical Interposer platform technology: extremely small form factor; elimination of wire bonds; passive assembly of components; monolithically integrated MUX/DMUX; and drastic reduction in the bill of materials over conventional processes.

The market forecast for sales of optical transceivers, LPO and CPO for scale-out and scale-up networks used in AI clusters is expected to double in size from US$5B in 2024 to US$10B in 2026, according to LightCounting.

About POET Technologies Inc.
POET is a design and development company offering high-speed optical modules, optical engines and light source products to the artificial intelligence systems market and to hyperscale data centers. POET’s photonic integration solutions are based on the POET Optical Interposer, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. POET's Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. POET’s Optical Interposer platform also solves device integration challenges in 5G networks, machine-to-machine communication, self-contained "Edge" computing applications and sensing applications, such as LIDAR systems for autonomous vehicles. POET is headquartered in Toronto, Canada, with operations in, Shenzhen, China, Penang, Malaysia and Singapore. For more information, visit www.poet-technologies.com.