The AI boom’s least glamorous winner just filed for a $5bn listing, and it wires Google and Amazon’s data centres
THE SO WHAT
A $5B Hong Kong listing for Eoptolink’s optical transceivers underscores that AI capex is as much about moving bits between racks as it is about GPUs. Infra buyers should be treating optical interconnect vendors as strategic partners — latency, bandwidth, and vendor concentration at this layer will quietly cap your AI throughput.
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