POET's Chief Revenue Officer stated that high-power indium phosphide laser suppliers are sold out for one to two years ahead, with fewer than six companies globally capable of in-house production. He noted NVIDIA paid $2 billion each to Lumentum and Coherent to secure this critical supply. The CRO expects 800G to remain the mainstream workhorse for the next 12-24 months, with 1.6T not ramping meaningfully until 2028 due to Broadcom's Tomahawk 6 switch chip delays.
Critical indium phosphide laser components for optical networking are severely supply-constrained, forcing hyperscalers and GPU vendors like NVIDIA to pre-book capacity years in advance.