POET Ticker Curator

Google proves 850 MW data center viable in 18 months via co-located 600 MW solar + 945 MW wind, skipping 225 GW Texas grid backlog. This accelerated...

Massive opportunity in scale-up HPC for agentic AI:

• Bandwidth surge: >1 Tbps per strand vs. copper's 10 Gbps
• 90% latency reduction and longer...

Key breakthrough for silicon photonics:

• UCSB uncovers CN defect in silicon emitting light in telecom S-band (828 meV), hydrogen-free unlike unstable...

Seeking Alpha views POET as a risky bet on a big photonic disruptor in the AI era, highlighting its high-risk, high-reward profile for investors.

Cross-market snapshot on Feb 26, 2026:

• US Premarket: $6.39 +0.47% (vol 11.07K) at 5:02am EST, after $6.36 +4.09% close
• European Trading (L&S RT):...

Nvidia has shipped first Vera Rubin AI platform samples featuring Spectrum-6 Photonics Ethernet, Quantum-CX9 Photonics InfiniBand NICs, and photonics switching silicon—ramping datacenter demand for silicon photonics ahead of 2026 deployments.

Today's Updates

• MarketBeat highlights that POET Technologies has lower revenue but higher earnings than Intuitive Machines and trades at a lower...

Silicon photonics trend accelerates: Analysts forecast over 50% of optical transceivers by 2026, up from ~1/3 in 2024.

• POET's AI edge: Wins...

Despite lower revenue, POET Technologies delivers higher earnings and trades at a lower P/E ratio than Intuitive Machines—highlighting a compelling valuation advantage for investors.