POET-Lessengers Partnership Targets AI Optical Interconnects

POET Technologies (NASDAQ: POET) has partnered with Lessengers to develop a 1.6T 2×DR4 optical transceiver module, with samples expected by Q2 2026. The collaboration aims to address the growing demand for optical bandwidth in AI-driven data center networks, with a market forecast of over 125 million units for the 1.6T DR8 transceiver in the next five years. Despite this strategic move, POET shares fell 0.8% to $6.85 amid broader market declines, although the stock has increased 72.32% over the past year.