AI DC buildout in America is not possible w/o Chinese suppliers. This wk, Innolight reports lifting capacity + delivering new 1.6T transceiver products due to ever increasing demand. Fiber cable industry reports px jumping 10x in past yr due to supply not meeting demand. Order has 4x over the past yr but production only doubled due to lead time in increasing capacity. In Q1, transceiver module export grew 30% YoY. 1.6T transceiver modules are now the most fought over products in export mkt. China now supplies 70+% of global transceiver & 60+% of fiber cable. It has led in innovation of hollow core fiber & dense fiber cables + high speed optical transceiver interconnect.

Reminder that Chris McGuire thinks "Ascend950 is worse than 910C" Just using pure compute #: Each H200 is 989 TFLOPS FP16 in dense performance. 750k -> 742 EFLOPS At end of 2025, China admitted to having 1590 EFLOPS compute in operation. There were 117 operating AIDC & 430 under construction + 480 in advanced planning as of 2026/2, so China's smart compute capacity will easily 2x over this yr & likely more than 2x in 2027. I'm likely underestimating China here. So, there is a reason they have been hesitating on buy just 750k H200s. But according to Chris, these H200 will triple China's AI computing power capacity. I doubt he has even looked into & read how much compute China has. Because if he did, he would have read what I posted by now. If China was desperate for H200, it would have allowed AI labs to buy them by now. it's taking a cautious approach bc it's not desperate. It can wait & make sure the AI labs fully support domestic chip options before taking Jensen's leftover stash.