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The article focuses on how AI-driven demand for large model clusters is accelerating the commercialization of advanced optical interconnect technologies like CPO and NPO. Consequently, optical communication firms are pivoting their upstream supply chains to secure materials and mitigate bottlenecks in bandwidth and power consumption. This shift represents a critical infrastructure development directly enabling the scaling of next-generation AI systems.

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Optical Communication Companies Dig for Gold in Upstream Supply Chain

36Kr9 octombrie 20261 min de cititArticolul și perspectiva sunt în engleză.

On October 8, the A-share optical communication sector saw a pullback. Dongshan Precision responded to institutional research visits by stating that claims regarding a 65% proportion of U.S.-origin materials are unofficial market rumors; the company has already laid out capacity in multiple regions and diversified supply chain solutions. As AI large model clusters continue to expand, traditional bandwidth and power consumption bottlenecks have become prominent, pushing the optical interconnect industry into a parallel iteration stage featuring pluggable, NPO (near-package optics), and CPO (co-packaged optics) technologies, accelerating commercialization. According to Securities Times reporters, driven by new optical interconnect technologies, optical communication companies are increasingly exploring upstream segments of the supply chain to adapt to technical architecture upgrades, seize profit high ground, and enhance supply chain autonomy and controllability.

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