Chinese chip start-up Biren bets on light-based 'supernodes' to match…

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. 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.