According to Light Counting’s 2023 ranking of the top 10 global optical transceiver suppliers, Innolight claimed the top spot for the first time, followed by Coherent in second place.

Suppliers to Nvidia, including TFC (Tianfu), Innolight, Fabrinet, and Coherent, all saw revenue growth. However, based on LC’s tracking report, other suppliers experienced revenue declines in 2023, and so far, none of them have established partnerships with Nvidia.