While Western AI policy focuses on chip design, a deeper bottleneck lies in the optical layer. Chinese suppliers like In...

While Western AI policy focuses on chip design, a deeper bottleneck lies in the optical layer. Chinese suppliers like Innolight and Hisense Broadband control over 60% of the global market for 800G optical modules. Without these components, which are essential for high-speed data center connectivity, next-generation AI infrastructure simply cannot run.#China #AsiaAI #ChinaTech #AIhttps://asiaai.fyi/?p=435#china-watch-from-optical-modules-to-optical-transport-why