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Investing.com -- POET Technologies Inc (NASDAQ:POET) stock rose 2.3% in Tuesday’s premarket trading after announcing a strategic collaboration with Quantum Computing Inc (NASDAQ:QUBT) to develop advanced optical engines for AI networks.
The partnership aims to create 400G/Lane thin-film lithium niobate (TFLN) modulator-based 3.2Tbps engines, which would double the speeds of the fastest networking devices currently available. POET will fund the development of the 400G/Lane modulator, with completion targeted for the second half of 2026.
Under the agreement, QCi will integrate its high-performance 400G/Lane modulators with POET’s Optical Interposer platform technology. The resulting engine is designed to provide data-transfer speeds at 3.2Tbps and beyond, addressing the growing demand from AI systems networks and datacenter hyperscalers.
"The work we are doing with QCi is among the efforts that keep POET at the forefront of AI connectivity development," said POET Executive Chairman and CEO Dr. Suresh Venkatesan. "A 400G/Lane optical modulator that incorporates TFLN will be a radical step forward for the industry."
QCi’s Chief Technology Officer Dr. Yong Meng Sua noted that achieving a commercially viable optical modulator operating at 400G/Lane requires an integration platform like POET’s Optical Interposer.
According to LightCounting’s report, the global market for 3.2T in pluggable and CPO formats is projected to reach nearly $12 billion by 2030, highlighting the significant market opportunity for these advanced optical engines.
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