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Chinese chip start-up Biren bets on light-based 'supernodes' to match Nvidia
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Fusion42 · 18 July 2026 · Fusion42 review
Chinese chipmaker Biren has unveiled optical interconnect technology to scale AI clusters from 128 to 1,024 GPUs per system, targeting Nvidia's NVL72 and NVL144 platforms; rival Chinese players MetaX, Enflame, and Huawei are simultaneously shipping competing supernode architectures.
This Wire brief sits within Fusion42's coverage of AI Infrastructure and Semiconductors.
◆ ◆ The Wire takeaway
If you build optical interconnect components, cooling, or power systems for AI clusters, Chinese OEMs just validated the market at scale - Biren, MetaX, Enflame and Huawei are all shipping or prototyping systems that need your parts by 2028. That's a proven buyer tier that isn't Nvidia.
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1 source · 18 Jul 2026
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