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POET Technologies (POET) shares jumped 24% after announcing a strategic $500 million partnership with Lumilens. The agreement includes an initial $50 million purchase order for POET’s "Electrical-Optical Interposer" (EOI) engines, designed to solve the massive GPU-to-network bottleneck in AI clusters. With engineering samples due late 2026 and a full production ramp scheduled for 2027, the company is positioning its semiconductor-style optical manufacturing to dominate the next generation of hyperscale AI data centers.
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