Recently, large-scale investment cooperation among global tech giants has been emerging continuously, bringing huge order expectations for the construction of artificial intelligence infrastructure. Among them, OpenAI placed a 5-year, $300 billion cloud service order with Oracle; Oracle purchased $300 billion worth of GPUs from NVIDIA for data center construction; and NVIDIA reached a $100 billion investment agreement with OpenAI. These large-scale GPU purchase expectations will undoubtedly drive the order demands of various links in the upstream and downstream of data centers, among which optical modules, as a key component of data centers, have particularly prominent demands.

Details of NVIDIA's 800G Optical Module Order

NVIDIA recently announced a significant increase in its orders for 800G optical modules for 2026, with an expected increase of 35%. This surge in demand has directly activated the global supply chain, with manufacturers from the Chinese mainland and Taiwan region simultaneously experiencing an order boom. According to sources, 60% of NVIDIA's additional 800G optical module orders were secured by Zhongji Innolight and Eoptolink, while the remaining 40% were divided among American optical communication vendors such as Coherent, Lumentum, and Broadcom.

Opportunities for Optical Module Suppliers

Zhongji Innolight and Eoptolink, as the main beneficiaries of this order, have secured 60% of the share. Zhongji Innolight mainly adopts EML (Electro-absorption Modulated Laser), VCSEL (Vertical Cavity Surface Emitting Laser), and DFB (Distributed Feedback Laser) solutions in the traditional optical module field. Eoptolink achieved a revenue of 10.437 billion yuan in the first half of this year, a significant increase of 282.64% year-on-year; its net profit attributable to the parent company was 3.942 billion yuan, a sharp increase of 355.68% year-on-year, with the shipment volume of 800G optical modules accounting for more than 60% of Eoptolink's total shipments, becoming the core driving force for revenue growth.

American optical communication vendors such as Coherent, Lumentum, and Broadcom have also shared more than 40% of NVIDIA's additional order volume. Coherent has publicly stated that its 400G and 800G products will continue to grow this year and next year, while its 1.6T products will begin shipping this quarter and will make a significant contribution next year. These vendors, with their advanced technology and mature supply chain systems, hold an important position in the global optical module market.

Data Centers' Demand for 800G Optical Modules

NVIDIA currently uses 800G optical modules in its GB200 servers. Taking a GB200 cluster with 576 GPUs as an example, the usage is 18,432 single-port 800G DR8 optical modules. Under the current huge demand for data center clusters, the consumption and value of optical modules are not to be underestimated. With the intensification of the AI computing power competition, the demand for high-speed optical modules in data centers will continue to grow, and 800G optical modules have become an indispensable "digital artery."

Future Outlook

NVIDIA's additional order for 800G optical modules is not only a direct reflection of its data center construction needs but also a sign that the optical module industry will enter a new growth cycle. With continuous technological progress, 1.6T optical modules will gradually increase in volume in the future. For optical module suppliers, this is both an opportunity and a challenge, requiring continuous improvement in technology levels and production capabilities to meet the market's sustained demand for high-speed optical modules. Driven by global tech giants, the construction of data center infrastructure will continue to develop vigorously, and the optical module industry will also welcome broader development space.

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