# 800G

AI Data‑centre Build‑outs Drive Chinese Optical‑Module Profits to Historic Peaks — But Growth Is Uneven

China's leading optical‑module makers have issued 2025 profit forecasts that reflect a surge in demand from AI data‑centre deployments. Xinyisheng and Zhongji Xuchuang expect historically large, core‑business‑driven profit gains, while Tianfu Communication posts solid but smaller growth, underscoring an uneven competitive landscape.