The firm that wires AI data centres is chasing Hong Kong’s biggest IPO since Alibaba.
THE SO WHAT
Zhongji Innolight targeting an ~$8B Hong Kong IPO shows how much value is accruing to the optical plumbing of AI data centers. If you’re modeling AI infra costs, pay attention to transceiver and interconnect vendors — their pricing power and lead times will shape your build-out pace.
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