POET Broadens Customer Engagements Following Showcase of Groundbreaking Products
POET Technologies (TSX: PTK; NASDAQ: POET) has announced increased customer engagement following demonstrations of its POET Teralight™ 1.6T optical engines at the 2025 OFC Conference in San Francisco. The company showcased breakthrough performance in partnership with Mitsubishi Electric's 400G EML lasers.
The company also introduced POET Blazar™, a revolutionary external light source designed to significantly reduce costs in AI connectivity. According to CEO Dr. Suresh Venkatesan, Blazar represents a new class of laser that could transform AI connectivity economics through improved cost efficiency, scalability, and manufacturing capabilities.
The solution is particularly targeted at co-packaged optics applications and chip-to-chip light-based connectivity in AI clusters. The company's Chief Revenue Officer, Raju Kankipati, indicated strong post-conference customer engagement and projected substantial revenue growth for 2026.
POET Technologies (TSX: PTK; NASDAQ: POET) ha annunciato un aumento dell'interesse da parte dei clienti dopo le dimostrazioni dei suoi motori ottici POET Teralight™ 1.6T alla Conferenza OFC 2025 a San Francisco. L'azienda ha mostrato prestazioni straordinarie in collaborazione con i laser EML da 400G di Mitsubishi Electric.
L'azienda ha anche presentato POET Blazar™, una fonte di luce esterna rivoluzionaria progettata per ridurre significativamente i costi nella connettività AI. Secondo il CEO Dr. Suresh Venkatesan, Blazar rappresenta una nuova classe di laser che potrebbe trasformare l'economia della connettività AI attraverso un miglioramento dell'efficienza dei costi, della scalabilità e delle capacità produttive.
La soluzione è particolarmente rivolta ad applicazioni di ottica co-pacchettata e connettività basata sulla luce chip-to-chip nei cluster AI. Il Chief Revenue Officer dell'azienda, Raju Kankipati, ha indicato un forte coinvolgimento dei clienti dopo la conferenza e ha previsto una sostanziale crescita dei ricavi per il 2026.
POET Technologies (TSX: PTK; NASDAQ: POET) ha anunciado un aumento en el compromiso de los clientes tras las demostraciones de sus motores ópticos POET Teralight™ 1.6T en la Conferencia OFC 2025 en San Francisco. La empresa mostró un rendimiento innovador en colaboración con los láseres EML de 400G de Mitsubishi Electric.
La compañía también presentó POET Blazar™, una fuente de luz externa revolucionaria diseñada para reducir significativamente los costos en la conectividad de IA. Según el CEO, Dr. Suresh Venkatesan, Blazar representa una nueva clase de láser que podría transformar la economía de la conectividad de IA a través de una mejor eficiencia de costos, escalabilidad y capacidades de fabricación.
La solución está dirigida especialmente a aplicaciones de óptica empaquetada y conectividad basada en luz chip-a-chip en clústeres de IA. El Director de Ingresos de la empresa, Raju Kankipati, indicó un fuerte compromiso de los clientes después de la conferencia y proyectó un crecimiento sustancial de los ingresos para 2026.
POET Technologies (TSX: PTK; NASDAQ: POET)는 샌프란시스코에서 열린 2025 OFC 컨퍼런스에서 POET Teralight™ 1.6T 광학 엔진 시연 이후 고객 참여가 증가했다고 발표했습니다. 이 회사는 Mitsubishi Electric의 400G EML 레이저와 협력하여 획기적인 성능을 선보였습니다.
회사는 AI 연결성의 비용을 크게 줄이기 위해 설계된 혁신적인 외부 광원인 POET Blazar™도 소개했습니다. CEO Dr. Suresh Venkatesan에 따르면, Blazar는 비용 효율성, 확장성 및 제조 능력을 개선하여 AI 연결성 경제를 변화시킬 수 있는 새로운 유형의 레이저를 나타냅니다.
이 솔루션은 특히 코 패키징된 광학 응용 프로그램 및 AI 클러스터의 칩 간 광 기반 연결성을 목표로 하고 있습니다. 회사의 수익 책임자인 Raju Kankipati는 컨퍼런스 이후 고객 참여가 강하게 이루어졌으며 2026년에는 상당한 수익 성장을 예상한다고 밝혔습니다.
POET Technologies (TSX: PTK; NASDAQ: POET) a annoncé une augmentation de l'engagement des clients suite aux démonstrations de ses moteurs optiques POET Teralight™ 1.6T lors de la Conférence OFC 2025 à San Francisco. L'entreprise a présenté des performances révolutionnaires en partenariat avec les lasers EML 400G de Mitsubishi Electric.
L'entreprise a également introduit POET Blazar™, une source de lumière externe révolutionnaire conçue pour réduire considérablement les coûts de connectivité en IA. Selon le PDG, Dr. Suresh Venkatesan, Blazar représente une nouvelle classe de laser qui pourrait transformer l'économie de la connectivité en IA grâce à une meilleure efficacité des coûts, évolutivité et capacités de fabrication.
La solution est particulièrement ciblée sur les applications d'optique co-emballée et la connectivité basée sur la lumière entre puces dans les clusters IA. Le directeur des revenus de l'entreprise, Raju Kankipati, a indiqué un fort engagement des clients après la conférence et a projeté une croissance substantielle des revenus pour 2026.
POET Technologies (TSX: PTK; NASDAQ: POET) hat nach den Demonstrationen seiner POET Teralight™ 1.6T optischen Motoren auf der OFC-Konferenz 2025 in San Francisco ein erhöhtes Kundenengagement bekannt gegeben. Das Unternehmen präsentierte bahnbrechende Leistungen in Zusammenarbeit mit den 400G EML-Lasern von Mitsubishi Electric.
Das Unternehmen stellte auch POET Blazar™ vor, eine revolutionäre externe Lichtquelle, die darauf ausgelegt ist, die Kosten in der KI-Konnektivität erheblich zu senken. Laut CEO Dr. Suresh Venkatesan stellt Blazar eine neue Klasse von Lasern dar, die die Wirtschaftlichkeit der KI-Konnektivität durch verbesserte Kosteneffizienz, Skalierbarkeit und Fertigungsmöglichkeiten transformieren könnte.
Die Lösung richtet sich insbesondere an co-verpackte Optik-Anwendungen und lichtbasierte Chip-zu-Chip-Konnektivität in KI-Clustern. Der Chief Revenue Officer des Unternehmens, Raju Kankipati, wies auf ein starkes Kundenengagement nach der Konferenz hin und prognostizierte ein erhebliches Umsatzwachstum für 2026.
- Introduction of revolutionary Blazar™ technology promising significant cost reduction in AI connectivity
- Strong customer engagement following OFC Conference demonstrations
- Successful demonstration of 1.6T optical engines exceeding performance expectations
- Strategic partnership with Mitsubishi Electric for 400G EML lasers
- Revenue growth primarily projected for 2026, indicating near-term revenue impact
Insights
POET's announcement reveals significant technical advancements in AI connectivity solutions. The Teralight™ line of 1.6T transmit and receive optical engines apparently exceeded performance benchmarks during live demonstrations, which explains the increased customer engagement. More technically impressive is the debut of POET Blazar™, their new external light source.
What makes Blazar potentially disruptive is its architecture that promises cost reduction by an order of magnitude - meaning potentially 10x lower costs than current solutions. This matters enormously in the AI infrastructure space where data center operators face escalating costs from power-hungry, heat-generating components.
The timing is strategic as AI compute demands continue expanding exponentially. Optical interconnects that can handle massive data flows between chips and within AI clusters represent a critical bottleneck in scaling AI infrastructure. POET's approach to co-packaged optics (CPO) applications directly addresses this limitation.
The market has been seeking economically viable solutions for chip-to-chip optical connectivity in AI clusters. If Blazar delivers on its promised cost reductions while maintaining performance requirements, it could capture significant market share in the rapidly expanding AI infrastructure segment.
This announcement signals POET's transition from product development to commercialization phase. The "robust engagement with existing and new customers" following their OFC demonstrations represents tangible business development progress, though specific customer names or order values remain unmentioned.
Most significant is management's explicit commitment to "driving revenue this year" with preparations for "substantial revenue growth in 2026." This suggests confidence in near-term commercialization of both their Teralight™ optical engines and the new Blazar™ external light source.
For a company with
The order-of-magnitude cost reduction claim for Blazar™ warrants attention - if validated through commercial adoption, this could position POET advantageously against established players. While no specific revenue projections are provided, management's focus on 2025 revenue generation indicates potential inflection point this fiscal year, with acceleration expected in 2026.
Best in class performance for 1.6T Optical Engines partnered with Mitsubishi Electric’s 400G EML lasers and debut of the POET Blazar™
TORONTO, April 14, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (TSX Venture: PTK; NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced significant new customer engagement in response to live demonstrations of the POET Teralight™ line of 1.6T transmit and receive optical engines that broke performance expectations at the 2025 Optical Fiber Communications (OFC) Conference at the Moscone Center in San Francisco, California.
POET also debuted POET Blazar™, a groundbreaking external light source (ELS) that promises to shrink costs by an order of magnitude with the potential to disrupt the AI connectivity ecosystem at a time when the industry is in need of viable new solutions.
“Blazar represents a new class of laser and is designed to drive AI connectivity to the next level. It can transform the economics of AI connectivity with an architecture that reduces costs and increases scale and manufacturing efficiency,” said Dr. Suresh Venkatesan, the Company’s Chairman & CEO. “With the massive amount of compute power that AI demands, we believe that Blazar offers an economically superior solution for co-packaged optics (CPO) applications and, more importantly, for chip-to-chip, light-based connectivity in AI clusters.”
“The period immediately following OFC is a crucial one for POET and we are seeing robust engagement with existing and new customers alike,” commented Raju Kankipati, POET’s Chief Revenue Officer. “We are laser focused on driving revenue this year and preparing for substantial revenue growth in 2026.”
About POET Technologies Inc.
POET is a design and development company offering high-speed optical modules, optical engines and light source products to the artificial intelligence systems market and to hyperscale data centers. POET's photonic integration solutions are based on the POET Optical Interposer™, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. POET's Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. POET's Optical Interposer platform also solves device integration challenges in 5G networks, machine-to-machine communication, self-contained "Edge" computing applications and sensing applications, such as LIDAR systems for autonomous vehicles. POET is headquartered in Toronto, Canada, with operations in Allentown, PA, Shenzhen, China, and Singapore. More information about POET is available on our website at www.poet-technologies.com.
| Media Relations Contact: Adrian Brijbassi Adrian.brijbassi@poet.tech | Company Contact: Thomas R. Mika, EVP & CFO tm@poet.tech |
Forward-Looking Statements
This news release contains "forward-looking information" (within the meaning of applicable Canadian securities laws) and "forward-looking statements" (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995). Such statements or information are identified with words such as "anticipate", "believe", "expect", "plan", "intend", "potential", "estimate", "propose", "project", "outlook", "foresee" or similar words suggesting future outcomes or statements regarding any potential outcome. Such statements include the Company's expectations with respect to the success of the Company's product development efforts, the performance of its products, including its Teralight and Blazar product lines, operations, meeting revenue targets, and the expectation of continued success in the financing efforts, the capability, functionality, performance and cost of the Company's technology as well as the market acceptance, inclusion and timing of the Company's technology in current and future products and expectations regarding its successful development of high speed transceiver solutions and its penetration of the Artificial Intelligence hardware markets.
Such forward-looking information or statements are based on a number of risks, uncertainties and assumptions which may cause actual results or other expectations to differ materially from those anticipated and which may prove to be incorrect. Assumptions have been made regarding, among other things, the completion of its development efforts with its customers, the ability to build working prototypes to the customer’s specifications, and the size, future growth and needs of Artificial Intelligence network suppliers. Actual results could differ materially due to a number of factors, including, without limitation, the failure of its technology to meet performance requirements, the failure to produce optical engines on time and within budget, the failure of Artificial Intelligence networks to continue to grow as expected, the failure of the Company's products to be included in products aimed at AI and datacom networks, operational risks in the completion of the Company's projects, the ability of the Company to generate sales for its products, and the ability of its customers to deploy systems that incorporate the Company's products. Although the Company believes that the expectations reflected in the forward-looking information or statements are reasonable, prospective investors in the Company's securities should not place undue reliance on forward-looking statements because the Company can provide no assurance that such expectations will prove to be correct. Forward-looking information and statements contained in this news release are as of the date of this news release and the Company assumes no obligation to update or revise this forward-looking information and statements except as required by law.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/a8eba04a-f0cf-41fc-b1ac-23060775218c
FAQ
What new products did POET Technologies showcase at the 2025 OFC Conference?
How does the POET Blazar™ technology impact AI connectivity costs?
What are the main applications for POET's Blazar™ technology?
When does POET Technologies expect substantial revenue growth?
