Forget the Nvidia Corp. (NVDA) headlines. By the time the crowd piles into trillion-dollar AI giants, the biggest gains are often gone. The next wave of wealth may be hiding one layer deeper – in names like POET Technologies Inc. (POET), suggests Nicholas Vardy, editor of Microcap Moonshots.
Alphabet Inc. (GOOGL) is quietly committing roughly $200 billion to build the AI infrastructure that could power its TPU revolution. That means thousands of new servers, miles of optical networking, massive cooling systems, and an entirely new ecosystem of suppliers.
POET Technologies Inc. (POET)
Wall Street is fixated on the companies making AI chips. But we’re looking at the businesses supplying the companies that make the AI revolution possible. Think of them as the modern-day picks-and-shovels providers for what could become the largest AI infrastructure buildout in history.
POET is attacking one of AI’s biggest bottlenecks — moving enormous amounts of data between chips fast enough to keep next-generation AI systems running. It develops advanced optical engines and photonic integrated circuits that dramatically improve the speed and efficiency of AI networking. That positions the company to benefit from the rapid expansion of Google’s AI infrastructure.
The company remains a microcap despite operating in one of the fastest-growing segments of AI infrastructure. Any meaningful design wins with hyperscale customers could materially re-rate the business. Optical networking is becoming one of the highest-growth segments of AI infrastructure, regardless of which chip architecture ultimately dominates.
