Silicon photonics play riding the AI and HPC boom

This cluster centers on POET Technologies, a small-cap semiconductor firm developing silicon photonics solutions for AI and high-performance computing, and the growing investor attention around it. Posts track sharp share-price moves after institutional stake disclosures, new product orders that management says will drive a “strong revenue ramp,” and a recent Lightwave Award for advanced AI connectivity. Financial sites highlight POET’s volatile valuation, mixed fundamentals, and analyst price targets, often framing it as a high-risk, high-reward photonics disruptor versus better-established competitors. Broader coverage of silicon photonics adoption—potentially powering over half of optical transceivers by 2026—underscores why investors are scrutinizing POET as a leveraged play on the AI infrastructure build-out.