NPO

Supplied by component makers like Credo, Marvell, Coherent and Lumentum, NPO is a supplier-driven category rather than a confirmed Nvidia or Broadcom roadmap commitment.

Predictions & track record (1)

• Awaiting grading An AI optics startup stepped out of stealth, and POET already had a $50 million orderCheck during 2027 whether Lumilens begins optical-interconnect production alongside customer deployments.

2 related posts

• Watch An AI optics startup stepped out of stealth, and POET already had a $50 million order Serenity (@aleabitoreddit) · 2026-08-07
• Bull The 'Photonics CEO' Who Said Pluggables Have 10 Years Left Runs a Laser Supplier, Not AAOI Serenity (@aleabitoreddit) · 2026-07-24