Core Insights - The article highlights the transformative potential of optical interconnect technology (OIO) in redefining the AI computing landscape, particularly through the advancements made by the company Guanglian Xinke [3][23] - Guanglian Xinke has rapidly secured multiple rounds of financing, indicating strong investor confidence in its technology and the broader shift in China's computing infrastructure [3][19] Industry Overview - The optical module industry is poised for significant growth, with a projected compound annual growth rate of approximately 30% from 2020 to 2023, driven by increasing demand for computing power [13] - The current computing paradigm is facing efficiency bottlenecks due to limitations in chip performance and interconnect efficiency, with over 90% of energy consumed in data movement rather than computation [8][9] Technological Advancements - OIO technology represents a critical leap from electrical to optical connections, enabling substantial improvements in energy efficiency, bandwidth density, latency, and distance [5][12] - Guanglian Xinke's OIO solution is expected to enhance bandwidth by two orders of magnitude and reduce energy consumption by two orders of magnitude, significantly lowering operational costs for data centers [11][12] Strategic Positioning - The company aims to leverage its optical interconnect technology to create a "light-speed highway" for AI chips, addressing the limitations of traditional copper interconnects [5][17] - Guanglian Xinke's approach emphasizes system-level optimization rather than just single-chip performance, positioning it to potentially surpass competitors like NVIDIA in the AI computing space [9][17] Investment Landscape - The investment community is increasingly recognizing the strategic importance of Guanglian Xinke's technology, viewing it as a key pathway for achieving autonomous control over China's computing capabilities [19][22] - The deep incubation model employed by its founding investor, Zhenzhi Venture Capital, has been instrumental in supporting the company's growth and technological development [20][22] Future Outlook - The vision for Guanglian Xinke includes a transition to an all-optical interconnect era by 2030, fundamentally changing the competitive landscape of AI computing in China [23] - The company is building an open ecosystem for domestic GPU enterprises, aiming to create a collaborative framework that enhances the overall capabilities of China's AI infrastructure [17][22]