Zhongji Innolight's 1.6T surge shows AI networking is becoming next hyperscaler bottleneck

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Zhongji Innolight's 1.6T surge shows AI networking is becoming next hyperscaler bottleneck

The AI infrastructure boom has long been defined by a race to secure GPUs, memory and power. Yet as cluster sizes continue expanding, another layer of the system is beginning to emerge as an equally decisive constraint: the optical links responsible for moving data fast enough between increasingly dense pools of accelerators.

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