# POET Technologies - Optical solutions for data centers
**URL:** https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574
**Category:** Osakkeet
**Created:** [December 6, 2025, 3:24pm UTC](https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574 "2025-12-06T15:24:26Z")
**Posts on this page:** 10
**Page:** 1
### Author:  [@Marmot76](https://forum.inderes.com/u/Marmot76)
#### Post date: [December 6, 2025, 3:24pm UTC](https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574/1 "2025-12-06T15:24:27Z")
Let’s start a new thread about a company I find interesting, POET Technologies. This Canadian company is practically still in the pre-revenue phase, but the solutions it has developed may be a key element in solving data center data transmission bottlenecks. POET develops advanced optical solutions for data transmission that are faster and more energy-efficient than copper cables. Mass production is starting at a new factory in Malaysia, and the first orders have been announced in recent months. The company has also received significant funding, so there is enough runway for ramping up production and developing new, faster solutions.
And the company is particularly relevant right now, as Marvell acquired Celestial AI for $3.25 billion, whose optical solutions are based on modules manufactured by POET. This, in turn, verifies the fact that optical solutions are a necessity in data centers in the coming years, and POET has an excellent opportunity to capture a significant slice of that market. Other partners of POET include Foxconn, Semtech, Sivers, and Mitsubishi.
I have been following the company and have been on a rollercoaster ride for about half a year now. The risks in the company are still quite high, but the financing situation and the start of production already significantly reduce these risks. Are there others on the forum interested in and following the company?
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### Author:  [@Hessuli](https://forum.inderes.com/u/Hessuli)
#### Post date: [December 8, 2025, 7:53am UTC](https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574/2 "2025-12-08T07:53:34Z")
This company is new to me, but seems like a potential investment. The general consensus for the target price is 7.3 - 8.0, so growth is predicted for this. I will follow the price development and might strike if I see an opening.
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### Author:  [@Marmot76](https://forum.inderes.com/u/Marmot76)
#### Post date: [December 8, 2025, 8:36am UTC](https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574/3 "2025-12-08T08:36:51Z")
And some analyses are quite bullish as well. Here’s a good article: [https://seekingalpha.com/article/4802615-poet-technologies-ready-for-a-fortuitous-next-12-months](https://seekingalpha.com/article/4802615-poet-technologies-ready-for-a-fortuitous-next-12-months)
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### Author:  [@Hessuli](https://forum.inderes.com/u/Hessuli)
#### Post date: [December 9, 2025, 6:15pm UTC](https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574/4 "2025-12-09T18:15:27Z")
The stock went in completely the wrong direction, up about 9-10% today and I didn’t buy yesterday… Well, I’ll monitor it to see if it comes back down even a little. The market clearly has strong confidence in what they’re doing 👍
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### Author:  [@Marmot76](https://forum.inderes.com/u/Marmot76)
#### Post date: [December 9, 2025, 6:36pm UTC](https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574/5 "2025-12-09T18:36:05Z")
When the entire market struggled in November, these pre-revenue companies take a relatively bigger hit, and market players are buying up retail investors’ shares cheaply 😁 Tomorrow, if interest rates are lowered, these growth companies might perk up across the board. Yesterday, an article was also re-published about the 1.6T solution they are working on with Semtech.
> **[POET Technologies and Semtech Launch 1.6T Optical Receivers for AI Networks |...](https://www.poet-technologies.com/news/poet-technologies-and-semtech-launch-1-6t-optical-receivers-for-ai-networks)**
>
> Press release from POET Technologies posted on Sep 30, 2025
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### Author:  [@Marmot76](https://forum.inderes.com/u/Marmot76)
#### Post date: [April 27, 2026, 8:55am UTC](https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574/6 "2026-04-27T08:55:47Z")
The stock started pumping up quite nicely 😊 The first signs of deliveries to Marvell are in the pipeline, so shorts are being squeezed out. Rumors about entering the Nvidia ecosystem are also circulating, so the stock got some room to breathe. We’ll likely come down hard as well, since there isn’t much revenue yet, but positive drivers are starting to have an effect in the background.
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### Author:  [@OSAKEURPO](https://forum.inderes.com/u/OSAKEURPO)
#### Post date: [April 27, 2026, 1:47pm UTC](https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574/7 "2026-04-27T13:47:47Z")
> The stock started pumping up quite nicely 😊 The first signs of deliveries to Marvell are in the pipeline, so the shorts are being squeezed out.
That aged well.
> **[POET Technologies Provides Purchase Order Update](https://finviz.com/news/347858/poet-technologies-provides-purchase-order-update)**
>
> Stock screener for investors and traders, financial visualizations.
Currently the share price is -45 %
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### Author:  [@Marmot76](https://forum.inderes.com/u/Marmot76)
#### Post date: [April 27, 2026, 4:07pm UTC](https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574/8 "2026-04-27T16:07:57Z")
Maybe the light has traveled in the wrong direction 😆 Apparently, there’s been some challenge with the product based on this. Luckily I missed the rally and the dip as well 😊 I need to keep following the story. I’ve managed to make some small trading profits with this, but it’s too early to lock money in for the long term.
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### Author:  [@Raven\_Hungry](https://forum.inderes.com/u/Raven_Hungry)
#### Post date: [May 15, 2026, 6:26pm UTC](https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574/9 "2026-05-15T18:26:17Z")
> **[POET: Marvell Isn’t The Only Dead Partnership. Foxconn, LITEON & More...](https://nightmarketresearch.com/poet/)**
>
> POET Technologies has been pre-selling vaporware for over a decade. ‘Imminent commercialization’ is their motto—except it’s never materialized. Now they’re running the same …
Short report
Empty office rooms etc. Something familiar
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### Author:  [@Marmot76](https://forum.inderes.com/u/Marmot76)
#### Post date: [May 15, 2026, 7:15pm UTC](https://forum.inderes.com/t/poet-technologies-optisia-ratkaisuja-datakeskuksiin/70574/10 "2026-05-15T19:15:19Z")
Good find. After over 10 years of continuous product development, it has raised some questions, and once again, production was supposed to have started already, but nothing has been delivered. The whole story seems to be a ghost hoax 😊