What POET makes for data centers
public · poet-technologies.com
POET is a publicly listed company. It appears on 1 part of the AI data center — Lasers — in the role of manufacturer. That part sits in Layer 3 — Networking & interconnect. Its shares trade on US exchanges (NYSE/Nasdaq) as POET.
Listing
US exchanges (NYSE/Nasdaq): POET· 5.46 USD +2.44% · mkt cap 945M USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Lasers | manufacturer | disclosed | Broadcom, Coherent, Lumentum, Mitsubishi Electric, Sivers, Sumitomo Electric |
Where POET sits in the stack
POET's placements in this catalog cover 1 part, all in layer 3, networking & interconnect. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Lasers — The laser sources — EML, CW/DFB, and VCSEL types — that generate the light signal inside optical transceivers and co-packaged optics.
Closest peers in this catalog
Questions about POET
- What does POET make for AI data centers?
- This catalog places POET on 1 part: Lasers (manufacturer).
- Is POET publicly traded?
- Yes — POET is listed on US exchanges (NYSE/Nasdaq) under POET. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes lasers for AI data centers?
- Broadcom, Coherent, Lumentum, Mitsubishi Electric, Sivers and Sumitomo Electric are also placed on Lasers in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For POET the mix is 1 disclosed. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.