The AI boom’s least glamorous winner just filed for a $5bn listing, and it wires Google and Amazon’s data centres
TL;DR
Eoptolink, a Chinese maker of high-speed optical transceivers, has filed for a secondary Hong Kong listing that could raise up to $5bn, above the $3bn floated in April. The angle: it is the AI boom’s unglamorous “picks and shovels” winner, its 800G/1.6T optical modules wire hyperscaler data centres, and customers include Google, Microsoft and Amazon. 2025 revenue was ~$3.7bn with net profit up 236% to ~$1.4bn. The piece notes the US-China interdependence (American AI runs on Chinese optics) and the capex-thesis risk it shares.
While attention fixes on Nvidia and the AI models, the companies quietly wiring the data centres together are booming. Eoptolink, a Chinese maker of high-speed optical transceivers, has filed for a Hong Kong listing that could raise up to $5bn, Bloomberg reports.
The plan is a secondary listing on top of its existing Shenzhen shares. It could raise $4bn to $5bn, well above the...
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