COMPANIES · AI CHIPS & NETWORKING
Eoptolink
Eoptolink is a Chinese maker of optical transceiver modules, the small plug-in units that turn electrical signals into light so data can travel over fiber between servers and switches.
Eoptolink is a Chinese maker of optical transceiver modules, the small plug-in units that turn electrical signals into light so data can travel over fiber between servers and switches.
High-speed 400G, 800G and 1.6T optical modules link GPUs and switches inside AI data centers, and Eoptolink is one of China's largest suppliers of them; NVIDIA named it among industry leaders supporting pluggable optical transceiver technologies for its networking. Almost all of its revenue comes from exports, which exposes it to US trade restrictions.
Cloud, data-center and telecom equipment buyers pay it for optical transceiver modules and subsystems.
China (Chengdu, Sichuan)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (2)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (1)
Source: 2025-03-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: A one-line mention in an NVIDIA announcement; does not establish that Eoptolink supplies NVIDIA directly, volumes, revenue, or exclusivity.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗Comparisons (1)
Source: 2026-08-05 · reviewed 2026-09-26
Evidence: Analytical comparison · Product/market overlap
Limits: Market-overlap comparison drawn from reporting; market-share figures are Caixin's and are not verified here, and the row says nothing about specific contract wins between them.
U.S. Drafts Ban on Chinese Optical Modules, Exposing Mutual Supply Chain Risks (Caixin Global) ↗Optical communications leader Eoptolink plans Hong Kong listing (Bamboo Works) ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .