Eoptolink Technology is betting big that the AI buildout is far from over. The Chengdu-based optical transceiver manufacturer grew its inventory value by 61% year-over-year to 11.7 billion yuan, roughly $1.7 billion, during the first half of 2026.
The inventory surge is a deliberate strategy to lock in critical parts ahead of what Eoptolink sees as a sustained, possibly intensifying wave of demand for the high-speed optical modules that connect servers inside AI data centers.
The numbers behind the bet
Eoptolink’s first-half revenue hit approximately 20.91 billion yuan, nearly doubling compared to the same period a year earlier. Net income rose 91% to about 7.53 billion yuan. Gross margins landed around 48.5%.
Those results are driven by the company’s position as a leading supplier of 800G and 1.6T optical modules. Eoptolink has secured significant orders from NVIDIA and AWS, two names that effectively set the tempo for global AI infrastructure spending.
