POET Technologies Inc. (NASDAQ:POET) saw its stock rise 7% after announcing it had received a production order worth more than $5 million for its POET null optical engines from a leading systems integrator.
The order marks a key commercial milestone for POET, reinforcing the market readiness of its optical engine technology, which is designed to support high-speed AI connectivity applications. The company stated that product deliveries are scheduled for the second half of 2026.
“The sales order for our leading-edge 800G optical engines is another commercial achievement that validates POET’s technology and demonstrates one of the many ways in which we can address the needs of AI data communications,” said Raju Kankipati, POET’s Chief Revenue Officer.
The order includes 2xFR4 and 2xDR4 400G transmit engines as well as 800G 2xFR4 and DR8 receive engines, which the customer will integrate into the production and sale of optical transceiver modules.