The Auto 360 Intelligence Tracker provides Counterpoint's perspective on key developments shaping the global automotive industry. Every month, our analysts curate and connect the announcements that matter, from new vehicle launches and semiconductor design wins to software-defined vehicle (SDV) strategies, AI innovations, digital cockpit technologies, autonomous driving developments, connectivity partnerships, and industry events. Every edition is a curated, analyst-written brief.

Insight

Hidden China risks are emerging in America’s multibillion-dollar AI data center boom

Companies including Zhongji Innolight and Eoptolink lead global data center optical transceiver revenue, with Chinese firms collectively accounting for roughly two-thirds of global unit supply, according to research firm Counterpoint.