$POET Technologies Inc(POET)$ To me, POET is positioned as the “affordable AI interconnect” provider. Broadcom, Marvell, Coherent, and Lumentum are focused on the premium, expensive, hyperscaler market. POET, on the other hand, is modular, more cost-effective, and built for broader, global adoption.
Based on what's out there, it looks like a manufacturing moat.
Where POET wins is on:
- Cost per optical engine
- Simplicity of integration
- Chiplet modularity
- Passive alignment
No other competitor really combines all of these elements.
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