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Huawei and Alibaba have invested in optical-chip and interconnect businesses tied to the growing bandwidth needs of AI data centres, TrendForce reports. The roundup also names investments by Tencent, Xiaomi, Baidu, ZTE and Lenovo, showing how the race to connect AI hardware reaches beyond the processors themselves.
Why it mattersHuawei-backed Milphoton Semiconductor is developing high-speed indium phosphide optical chips for 800G and 1.6T modules, while Alibaba-backed Crealights makes optical modules and active optical cables for AI data centres, according to TrendForce. These are investments and supplier developments, not proof of new deployments. Still, when thousands of GPUs need to communicate, the links between them are part of the infrastructure story, not mere wiring.
Discuss: As AI clusters grow, should investment in optical interconnects be treated as strategically important as investment in the processors themselves?
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