TLDR
- Quantum Computing Inc. (QUBT) partnered with POET Technologies to co-develop optical engines capable of 3.2 terabits per second transfer speeds.
- The collaboration focuses on creating a 400G-per-lane thin-film lithium niobate (TFLN) modulator-based engine for AI systems and data centers.
- POET Technologies will finance the development of the 400G/Lane modulator, with completion expected in the latter half of 2026.
- The new modulator could deliver double the transmission speed of current fastest networking technologies.
- The global market for these technologies is projected to reach $12 billion by 2030.
Quantum Computing Inc. and POET Technologies announced a strategic collaboration on Tuesday. The partnership aims to co-develop optical engines for AI systems and large-scale data centers.
The two companies plan to design a 400G-per-lane thin-film lithium niobate modulator-based engine. This technology could reach speeds of 3.2 terabits per second.
POET Technologies’ stock traded over 2% higher in Tuesday’s premarket following the announcement. The collaboration will combine Quantum Computing’s TFLN expertise with POET’s Optical Interposer platform.
Quantum Computing is one of the few firms that have successfully demonstrated TFLN’s adaptability to advanced wafer-level manufacturing. The material is known for its durability and optical efficiency.
TFLN has proven well-suited for photonic integration on chips. This makes it an attractive option for high-speed data transfer applications.
Double The Speed
The new modulator could deliver double the transmission speed of the fastest networking technologies available today. POET will finance the creation of the 400G/Lane modulator.
Development is scheduled for completion in the latter half of 2026. The collaboration will merge high-speed modulators with the POET Optical Interposer platform.
Yong Meng Sua, CTO of Quantum Computing Inc., commented on the partnership. “When we combine POET’s platform technology with QCi’s integrated photonics designs, the result is a solution that addresses the global demand for more compute power.”
The initiative targets enhanced computing power for artificial intelligence systems. Data centers processing large-scale AI workloads stand to benefit from the technology.
Market Opportunity
The global market for these technologies is projected to reach $12 billion by 2030. This represents a growing demand for high-speed data transfer in AI systems.
POET Technologies raised $75 million in October through a private placement. The company sold 13.6 million shares in what marked its largest single investment.
POET stock has lost over 11% in 2025. Over the last 12 months, the stock has gained over 38%.
The collaboration aims to keep both companies at the forefront of AI connectivity development. The partnership combines complementary technologies from both firms.
POET will handle the financial aspects of the modulator development. Quantum Computing brings its specialized knowledge of TFLN materials and integration.
The 400G-per-lane technology represents a step up from current networking devices. Current fastest devices operate at half the speed of the planned modulator.
AI systems and datacenter hyperscalers face increasing demands for data transfer speeds. The collaboration between Quantum Computing and POET Technologies addresses these needs with a targeted completion date in late 2026.
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