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Stock Price: $5.35 • 11/11/25
POET Technologies is a designer and developer of high-speed optical engines and photonic integrated circuits for AI systems and hyperscale data centers.
Today, POET announced a strategic collaboration with Quantum Computing Inc. to develop 400G/Lane 3.2Tbps optical engines for next-generation AI connectivity. This technology will double the speeds of the fastest networking devices currently in the marketplace, targeting a projected $12 billion market by 2030.
With a market cap under $700 million and recent capital raises totaling over $150 million, POET is well-positioned to capitalize on the explosive demand for AI infrastructure. The photonics sector is critical for scaling AI computing power, making POET an overlooked small-cap in a high-growth industry.
Opinion: POET represents a compelling opportunity to gain exposure to the AI infrastructure buildout through photonics technology. With major news today and strong financial backing, this small-cap stock has significant near-term catalyst potential.
Daily closes 路 through Nov 06, 2026 路 Yahoo Finance
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