A $75 million capital raise and partnerships with industry giants are fueling optimism, but revenue remains minimal.

Wall Street loves a good infrastructure play, and few themes command more attention in 2025 than artificial intelligence (AI) . While most investors focus on chipmakers and cloud providers , a less obvious bottleneck is emerging: Data centers can't move information fast enough. Traditional electrical interconnects hit physical limits around power consumption and heat generation at the speeds AI workloads demand.

Poet Technologies ( POET -4.23% ) is building silicon photonics solutions designed to solve this problem by using light instead of electricity to transmit data between chips. On Oct. 7, 2025, the company announced its largest-ever financing -- a $75 mi

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