Quantum Computing Inc. (NASDAQ: QUBT) and POET Technologies announced a strategic partnership to develop 400‑Gbit/s‑lane thin‑film lithium niobate (TFLN) modulators that will enable 3.2 terabits per second optical engines. The collaboration combines QUBT’s expertise in TFLN photonics with POET’s wafer‑level optical interposer platform, creating a high‑speed solution that could double the throughput of current networking devices and meet the growing demand for AI‑driven compute workloads in hyperscale data centers.
The joint effort targets a second‑half‑2026 completion and positions the two companies in a projected $12 billion global market for 3.2 Tbps pluggable and CPO formats by 2030. By integrating QUBT’s TFLN modulators into POET’s interposer, the partnership aims to deliver industry‑leading data‑transfer speeds while leveraging POET’s manufacturing scalability and QUBT’s proven photonic design capabilities.
Financially, QUBT has recently raised significant capital, including a $750 million private placement and a $100 million private placement, which strengthen its balance sheet for multi‑year growth. QUBT’s Q2 2025 revenue was $61,000 with a 43% gross margin, down from $183,000 and a 32% margin in Q2 2024, while operating expenses rose to $10.2 million. POET, meanwhile, has faced negative margins and declining revenue growth, but recent financings—a $150 million public offering and a $75 million private placement—have bolstered its cash reserves and improved its liquidity profile.
Dr. Suresh Venkatesan, Executive Chairman and CEO of POET, said the partnership “keeps POET at the forefront of AI connectivity development” and highlighted the 400‑Gbit/s‑lane modulator as a “radical step forward” for the industry. Dr. Yong Meng Sua, Chief Technology Officer at QCi, noted that the collaboration “combines POET’s platform technology with QCi’s integrated photonics designs” to meet global demand for higher compute power, underscoring the strategic fit between the two companies’ core competencies.
Investors responded positively to the announcement, with POET’s market participants expressing enthusiasm for the high‑growth opportunity and QUBT’s investors noting the expansion of its product portfolio beyond quantum machines. The partnership signals a shift toward broader adoption of TFLN‑based solutions and reinforces both companies’ positions in the emerging photonics ecosystem.
The collaboration represents a significant milestone for both firms, combining cutting‑edge photonic technology with scalable manufacturing to address a rapidly expanding market for ultra‑high‑speed optical interconnects. The partnership not only diversifies QUBT’s revenue streams but also positions POET to capture a share of the projected $12 billion market, potentially driving future growth and reinforcing their competitive advantage in AI and data‑center infrastructure.
The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.