POET Technologies (NASDAQ: POET) and optical interconnect startup Lumilens announced a $50 million supply and joint development agreement on May 14 in San Jose, California, targeting the copper-wire bottleneck that is now slowing AI infrastructure globally — a constraint that affects every hyperscale data center operator planning GPU clusters for 2027 and beyond. Under the deal, the two companies will co-develop wafer-level photonic modules that replace electrical signals with light, promising lower power draw and higher bandwidth density for the AI facilities that train and run the models consumers use daily.
