Poet, Lumilens enter supply agreement to establish technology partnership

Poet Technologies (POET) and Lumilens announced they have entered into a supply agreement that establishes a strategic joint development and commercial technology partnership to advance a new class of wafer-level photonic integration for frontier AI infrastructure. The supply agreement between Lumilens and Poet establishes a commercial framework to support the joint development program, and, as part of that framework, Lumilens has placed an initial purchase order with POET for the manufacturing of EOI-based engines valued at $50M. This purchase order represents the first phase of a broader supplier relationship that could scale to $500M+ in cumulative purchases from POET over five year