To The Moon

$POET Technologies Inc(POET)$ is emerging as a key enabler in the AI infrastructure boom, much like how char kway teow — that iconic, stir-fried noodle dish from Singapore and Msia— has risen from street food staple to a beloved, "must-have" favorite: it's the perfect mix of ingredients wok-fried at high heat for bold flavor, and once you taste it, you get why it's exploding in popularity.In the "wok" of modern AI data centers, the biggest bottleneck isn't raw GPU compute anymore — it's data movement. Chips crank out calculations lightning-fast, but electrical copper interconnects can't shuttle data quickly enough without guzzling power, generating heat, and driving up costs.

The biggest challenge in AI data centers today is no longer raw computing power, but this:

“The chips can compute fast — but the data can’t keep up.”

POET’s Optical Interposer solves a critical problem:

👉 It replaces short-distance copper connections directly with optical links.

What’s the result?

Faster data transmission

Significantly lower power consumption

Reduced heat generation

Lower overall cost

And here’s the most disruptive part —

Optics and electronics are integrated on a single chip, not as external plug-in modules.

This isn’t an incremental improvement.

It’s a generational shift.

🔹 POET × Celestial AI × Marvell: A Critical Chain

POET: Provides the foundational opto-electronic integration technology

Celestial AI: Turns it into a real, deployable Photonic Fabric running inside data centers

Marvell: Invests USD 3 billion to acquire Celestial AI

In other words 👇

Marvell bought Celestial AI,

but Celestial AI runs on POET’s core technology.

This partnership has been in place for over four years — not a paper concept, but a deeply tested collaboration.

Key milestones:

USD 5.6 million in cumulative optical engine production orders

Transitioning from R&D into commercial testing and pre-mass-production

Target products: 800G / 1.6T optical modules

Like char kway teow going viral, POET feels like the "secret sauce" ingredient everyone in AI will soon crave — essential, disruptive, and rapidly getting popular.

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