Core Insights - POET Technologies Inc. has received a production order exceeding US$5 million for its POET Infinity™ optical engines, intended for AI data servers [1][2][3] - The order signifies the commercial viability and scalability of POET's technology, which is designed to support AI connectivity and meet the demands of hyperscale data centers [2][5] - The optical engines are scheduled for delivery in the second half of 2026, with specific configurations including 400G transmit and 800G receive engines [3][4] Company Overview - POET Technologies specializes in high-speed optical modules, optical engines, and light source products for the AI systems market and hyperscale data centers [6] - The company's technology is based on the POET Optical Interposer™, which integrates electronic and photonic devices into a single chip, offering lower costs, reduced power consumption, and smaller sizes compared to traditional products [6] - POET's products are scalable for high production volumes and address challenges in various applications, including AI clusters, 5G networks, and autonomous vehicle systems [6] Market Outlook - The market for optical transceivers and related products is projected to double from US$5 billion in 2024 to US$10 billion by 2026, driven by the growth of AI clusters [5]