[institutional research] the industry-wide demand in the 800G optical module AI field has greatly exceeded expectations at the beginning of the year, and the company will send sample 1.6T products.

① global Internet manufacturers accelerate AI model investment, optical module demand doubled than expected at the beginning of the year, the industry leader will send sample 1.6T products; ② this company to create "computing power + data + algorithm" omni-directional AI layout advantage, build a soft and hard integration of AI industry chain layout, server annual production capacity of 200000.