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Zhongji Innolight

800G and 1.6T optical transceivers

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Where it fits in an AI server rack

NVIDIA names Innolight among the pluggable-transceiver industry leaders supporting its AI-factory photonics (Mar 18, 2025). Its 2025 annual report lists 1.6T OSFP224 DR8 and 2xFR4 modules and 800G OSFP modules (EML and silicon-photonics designs) for cloud data-center customers; 2025 revenue rose 60.25% to CNY 38.24 billion and net profit 108.78% to CNY 10.80 billion.

What the evidence establishes

AI-rack evidence

Partner-disclosed: NVIDIA’s Spectrum-X Photonics release names Innolight among pluggable-transceiver industry leaders, and Innolight’s 2025 annual report lists its 1.6T and 800G modules.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component role800G and 1.6T optical transceivers
EvidencePartner-disclosed: NVIDIA’s Spectrum-X Photonics release names Innolight among pluggable-transceiver industry leaders, and Innolight’s 2025 annual report lists its 1.6T and 800G modules.
How we knowPartner-disclosed A named partner, customer or platform owner’s document names the company. The scope is that document’s product or program, not a general supply relationship.
Primary sourceZhongji Innolight — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

Neither Innolight nor NVIDIA discloses which modules ship into which systems, volumes or customer shares. Market-share rankings come from research firms and are not combined here.

Specialist business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Optical transceivers

Pluggable 800G and 1.6T modules that convert electrical signals to light and back for links that leave the rack.

Scope of the company links: 800G and 1.6T pluggable modules (OSFP) for the rack’s scale-out links. NVIDIA names Coherent, Eoptolink, Fabrinet and Innolight as pluggable-transceiver leaders (Mar 18, 2025). Innolight, Eoptolink and Accelink list 1.6T OSFP modules in their 2025 annual reports, Coherent and Lumentum describe 800G/1.6T modules in their 10-Ks, and AOI has a first 1.6T volume order of over $200 million from an unnamed hyperscaler. Fabrinet is a contract manufacturer (NVIDIA was 16.3% of FY2026 revenue), not a module brand. NVIDIA sells LinkX-branded optical transceivers without naming their makers. TFC supplies optical engines and passive parts that go inside modules, and Credo sells ZeroFlap optical transceivers. None of these sources gives volumes or says which system a given module ships into. Cisco ships 1.6T OSFP and 800G linear-drive optics with its Silicon One systems, and Luxshare lists 800G and 1.6T optical modules in small-batch supply.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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