Jun. 20 at 1:48 AM
$POET 4. “Entry into the Optical Module Market with Wavelight™ 800G Transceiver”
Source: On March 26, 2024 POET launched its own 800G pluggable module—Wavelight™—targeted at AI and hyperscale data centers.
• Implication: By branding and selling its own modules (instead of solely supplying optical engines to module-makers), POET is positioning to build direct customer relationships and capture more margin. Behind the scenes, this likely reflects unannounced co-development agreements with large AI operators (e.g., Google, Meta, AWS) who value a single-vendor module solution, and it opens the door to bundled engine+module design wins that aren’t yet public.
