Poet Draws Retail Buzz After Nvidia Mentions Optics Tech In New AI Data Center Platform

Poet, which designs and manufactures high-speed optical engines and related photonic components, is still in an early commercial phase.

• Poet Technologies’ shares trended on Stocktwits after chip giant Nvidia mentioned the technologies Poet is working on.
• Retail investors believe Poet’s fiber technology has immense potential in the burgeoning AI data center space.
• Poet stock is on track to end in the green for the seventh week in a row.

Poet Technologies’ stock trended on Stocktwits early Friday, amid a recent sharp rally and optimism following chip giant Nvidia's mention of technologies Poet is working on.

Poet’s stock declined marginally in the premarket session, although it is sitting on 1.7% gains so far this week. If it finishes in the green, it would be the stock’s seventh straight week of gains.

On Stocktwits, the retail sentiment for POET was ‘neutral,’ even as the stock stream featured a string of bullish commentary.

“POET Technologies' optical interposers are gaining significant traction and moving toward wider industry adoption, particularly within the AI and data center sectors,” a user said.  

“The technology is being incorporated into products by several major industry partners, with initial production orders secured and volume shipments expected to ramp up through 2026. 

The ticker trended, with discussions around Nvidia’s recent CES presentation highlighting optical networking in its new Vera Rubin platform, its unique optical interposer technology, and its strategic partnerships.

Poet, which designs and manufactures high-speed optical engines and related photonic components, is still in an early commercial phase.

There are the “last moments to get in I believe. News can drop anytime now,” a user posted, speculating a major deal or order win forthcoming.

POET stock is up about 15% so far this month. It had gained 6.4% over 2025.

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