POET Technologies and Quantum Computing Inc. to Co-Develop 3.2Tbps 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 demands of AI systems and hyperscale data centers [1][2][4] Company Overview - POET Technologies specializes in high-speed optical engines and light source products for AI systems and hyperscale data centers, utilizing its patented Optical Interposer™ platform for seamless integration of photonic and electronic devices [6] - QCi focuses on integrated photonics and quantum optics technology, providing affordable quantum machines and photonic chip production services based on TFLN [7][8] Technological Development - The collaboration will leverage QCi's expertise in TFLN to integrate high-performance modulators with POET's Optical Interposer platform, targeting completion of the modulator development in the second half of 2026 [3][4] - The 400G/Lane optical modulator is expected to double the speeds of the fastest networking devices currently available, marking a significant advancement in the industry [4] Market Potential - The global market for 3.2T in pluggable and CPO formats is projected to reach nearly USD $12 billion by 2030, indicating substantial growth opportunities in the sector [5]