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.

This report examines technology reuse and divergence between intelligent vehicles and humanoid robots across perception, decision-making and execution, with a focus on sensors, AI models, chips, simulation, actuation, functional safety, BOM costs and commercialization timelines.