POET Technologies and Quantum Computing Inc. to Co-Develop 3.2 Tbps Optical Engines for CPO and Next-Gen AI Connectivity

Core Insights - POET Technologies and Quantum Computing Inc. (QCi) have announced a strategic collaboration to develop 400G/Lane thin-film lithium niobate (TFLN) modulator-based engines aimed at achieving data transfer speeds of 3.2Tbps and beyond, addressing the growing demand from AI systems and hyperscale data centers [1][2][4] Group 1: Collaboration Details - QCi will utilize its expertise in TFLN to integrate high-performance 400G/Lane modulators with POET's Optical Interposer platform, which is essential for achieving commercially viable optical modulators [2][3] - The development of the 400G/Lane modulator is funded by POET and is expected to be completed in the second half of 2026 [3] Group 2: Market Potential - The global market for 3.2T in pluggable and CPO formats is projected to reach nearly USD $12 billion by 2030, indicating significant growth opportunities in the sector [5] Group 3: Technological Advancements - The collaboration aims to produce a 400G/Lane optical modulator that will double the speeds of the fastest networking devices currently available, marking a significant advancement in the industry [4] - TFLN is highlighted as a resilient and efficient material suitable for chip-scale photonic integration, with QCi being one of the few companies capable of adapting TFLN for advanced manufacturing processes [4]