Co-packaged optics (CPO) strategy
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Adrian Brijbassi: Okay. We have a question on the CPO module. The CPO module was shown during a 2022 presentation. With the recent buzz surrounding NVIDIA’s CPO plans, is there a future offering that POET is still pursuing in that area?
Suresh Venkatesan: Yeah, CPO has been around for a while. We’ve talked about it for almost five years now, and now it’s slowly starting to become real with not just NVIDIA, but also Broadcom and several other customers. And co-package of optics is kind of a generic term, but largely revolves around having an external light source and then your PIC, which in the context of many companies is a Silicon photonics-based solution.
So our presence in the CPO market is to provide the high-value solution into CPO, which is the external light source. And we’ve also been taking our time with our investments as well as our development in that space, because you don’t want to be too ahead of the market either.
But now that we feel that that market is going to be real and it’s going to be large in volume, probably starting production ramp in 2026, but really starting to hit really high numbers in 2027 and beyond, that’s the projections of the industry for CPO. So I think the development of the Smart FAU, the development of Blazar solutions, for example, are all going to get ready to intercept in 2026 what we expect to be a relatively dramatic growth trajectory in external light source requirements.
And there are also some other partners that we can work with to generate these modules for us. And that’s another big reason why we did the deal with NationGate. So yeah, POET is getting ready with extremely competitive solutions for the external light source module. And we’re innovating and creating the right solutions that would allow us to be a big player. I was invited at the OFC, as you guys know, to give a talk on multi-wavelength solutions for CPO.
So I think we’re clearly in the mix in terms of solution providers for the space.
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