POET Technologies announced a US$5 million production order for its POET Infinity optical engines from a major systems integrator that will manufacture and sell optical transceiver modules for hyperscale AI data centers. The shipments are scheduled to begin in the second half of 2026 and will include both 400G and 800G optical engine configurations.
The POET Infinity platform integrates key optical components—EML lasers, drivers, MUX/DMUX, photodiodes, and transimpedance amplifiers—within POET’s Optical Interposer technology, which enables passive assembly, small form factor, and reduced material costs. The company said its optical engines can scale from 400G to 1.6T and beyond, enabling high-speed connectivity for AI training and inference workloads that demand ultra-low latency and power efficiency.
Industry analysts at LightCounting forecast that the optical transceiver, LPO, and CPO market for AI clusters will grow from US$5 billion in 2024 to US$10 billion by 2026, underscoring strong demand for integrated photonic solutions. POET operates across Canada, China, Malaysia, and Singapore, supplying optical modules and light sources for hyperscale data centers and AI interconnects.
• POET received a $5M production order for its POET Infinity optical engines.
• Shipments to begin in 2H 2026 to a major systems integrator manufacturing optical transceivers.
• Deliverables include 400G FR4/DR4 transmit and 800G FR4/DR8 receive engines.
• POET’s Optical Interposer integrates lasers, drivers, MUX/DMUX, and photodiodes on a single platform.
• Global optical interconnect market for AI clusters expected to double to $10B by 2026 (LightCounting).
“Our leading-edge 800G optical engines validate POET’s technology and demonstrate how we can address the needs of AI data communications,” said Raju Kankipati, POET’s Chief Revenue Officer.
🌐 Analysis: The order marks an important commercial milestone for POET, reinforcing its role in supplying next-generation optical engines amid accelerating AI infrastructure buildouts. The integration of EML lasers and passive optical assembly positions POET competitively against emerging LPO and CPO suppliers targeting 800G–1.6T links for AI systems. Recent moves by InnoLight, Broadcom, and Coherent highlight growing industry demand for compact, power-efficient optical solutions.
