POET Technologies Inc（POET）今日夜盘股价大幅上涨10.84%，引起了市场的广泛关注。
此次股价上涨主要源于公司宣布与AI光互联平台Lumilens达成了一项重要的战略供应与联合开发协议。根据协议，Lumilens已向POET下达了价值5000万美元的光电互连（EOI）平台光引擎制造首份采购订单，这标志着双方更广泛供应商关系的第一阶段正式开启。协议显示，未来五年内，Lumilens从POET的累计采购额可能超过5亿美元。
此次合作旨在共同推进面向下一代人工智能基础设施的晶圆级光子集成技术，解决GPU互连在AI扩展中的关键瓶颈。双方将基于联合开发的EOI平台，为AI和数据中心架构提供高带宽解决方案，并计划从800G/1.6T可插拔光模块扩展到近封装光学及共封装光学等前沿领域。这一重大商业合作与订单获取，显著增强了市场对POET未来增长前景的信心。
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