Nvidia(US:NVDA) Qi Cha Cha·2026-03-03 08:39Core Insights - Nvidia has invested $4 billion in Lumentum and Coherent to enhance optical interconnect and advanced packaging, reflecting the strategic value of optical chips as a core component of AI infrastructure [1] - The optical module market is currently in an upward trend, with a significant upgrade from 400G to 800G/1.6T in China, driven by the explosion of AI computing demand [1] - The number of registered optical chip-related companies in China is expected to increase by 22.6% in 2025, reaching 50,700, marking a new high in the past decade [2] Group 1: Registration Trends - The registration of optical chip-related companies in China has been steadily increasing, with a notable surge of 140.8% in 2020, reaching 18,000 [2] - By March 3, 2026, there were already 5,191 registered optical chip-related companies in China [2] Group 2: Regional Distribution - Over 30% of the newly registered optical chip-related companies in 2025 are located in East China, accounting for 34.2% of the total [3] - Central and South China follow, with 19.3% and 19.0% respectively, while Northeast China has the least representation at 3.5% [3]