Wall St Engine(@wallstengine):$POET signed a supply and joint development deal with Lumilens for AI optics, including an initial $50M order for optical engines. The partnership could scale to $500M over five years, with samples expected in late 2026 and production ramp planned for 2027.

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Wall St Engine@wallstengine

2026.05.14 11:08

$POET signed a supply and joint development deal with Lumilens for AI optics, including an initial $50M order for optical engines. The partnership could scale to $500M over five years, with samples expected in late 2026 and production ramp planned for 2027.