Is POET a buy? — what our data shows
POET Technologies is building the optical plumbing that connects AI chips inside data centres — think of it as the high-speed wiring that lets thousands of servers talk to each other without bottlenecks.
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What our data shows
Our data on POET tells an interesting story. On the smart-money side, 119 big investment funds report holding it — and the names on that list include Berkshire Hathaway, Tiger Global and Coatue, which are not exactly known for small, casual bets. That is a real signal. On the business side, we tag POET under AI compute, and the reason is concrete: the company just landed a $50 million opening order from a customer called Lumilens, with the potential to grow into $500 million worth of business over five years — a genuine leap from being a pre-revenue engineering shop to having a real paying customer in the AI data centre world. One honest caveat: our financial data coverage on POET is limited, so we are working from ownership signals and the company's own filings rather than a full set of numbers.
The takeaway
POET looks like an early-stage bet on AI infrastructure with some serious names already on board — the thing to watch is whether that first big customer order turns into a steady stream of new ones.
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