Inside POET Technologies: Powering the Future of AI with Light-Speed Data Transfer

How does AI move millions of calculations per second across chips? The answer isn’t just faster semiconductors — it’s light. In this Stocktwits Executive Interview, Raghu Karki, Chief Revenue Officer at POET Technologies (NASDAQ: POET), joins us to explain how his company is transforming data transfer inside AI systems, quantum computers, and hyperscale data centers. POET’s Optical Interposer Platform replaces traditional copper connections with light-based data transfer, doubling bandwidth and drastically reducing latency. With innovations like thin-film lithium niobate modulators (TFLN) and a new collaboration with Quantum Computing Inc., POET’s technology enables 3.2 terabits per second transfer speeds—twice what’s possible today. Karki also discusses: A new $5M production order marking POET’s shift from engineering to manufacturing The company’s $150M oversubscribed offering and plans to scale manufacturing capacity How POET’s wafer-level production model could reshape how data moves inside AI and cloud systems Why he believes the AI boom is not a bubble but the next revolution in computing Timestamps / Chapters 00:00 – Intro: The hidden light inside AI 00:48 – What POET Technologies builds and the problem it solves 01:17 – Doubling bandwidth: 400 Gbps per lane innovation 02:19 – The power of thin-film lithium niobate (TFLN) modulators 02:47 – Achieving 3.2 Tbps and what it means for AI and data centers 03:19 – Why light beats electricity for chip communication 04:34 – POET’s collaboration with Quantum Computing Inc. 05:39 – What POET’s optical platform means for quantum applications 06:06 – Commercial traction: $5M production order milestone 06:55 – Who POET’s customers are (AI networks, chip-to-chip, telecom edge) 08:01 – Business model and product stickiness 09:00 – $150M oversubscribed offering and capital allocation 10:06 – How POET’s wafer-level manufacturing enables AI scalability 11:12 – “Is AI a bubble?” Raghu’s perspective from inside the tech revolution 12:15 – Closing thoughts Guest: Raghu Karki, Chief Revenue Officer — POET Technologies (Ticker: POET) Host: Katie Perry 💡 POET Technologies is lighting the path for AI, quantum, and data center innovation — literally. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts and guests and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/te... #POETTechnologies #AIInfrastructure #Photonics #Semiconductors #QuantumComputing #DataCenters #OpticalInterposer #TechInnovation #Stocktwits #Stocktoberfest