7 of the 100 companies on the AI Infra 100 are based in China, 7% of the list, across 3 categories and 3 segments. The highest ranked is Dongshan Precision, rank 13 of 100 with a score of 98. Ranking and scores from the November 2026 edition, the assessment by Frontier Tech Intelligence of the AI infrastructure landscape.
| Rank | Company | Category / segment | Country | Score |
|---|---|---|---|---|
| 13 | Dongshan PrecisionThrough Source Photonics, Dongshan Precision develops and manufactures optical chips, CW lasers, and high-speed optical transceiver modules, including 800G and 1.6T products for AI server interconnects. | Networking & interconnect / Optical & photonic interconnect | China | 98 |
| 22 | HuaweiHuawei develops and launches the Ascend accelerator and NPU product family, including Ascend 950, 960, and 960DT chips, and supports a domestic AI computing ecosystem. | Chips & accelerators / China accelerators | China | 96 |
| 29 | InnolightInnolight develops and sells high-speed optical transceiver modules, including 800G and 1.6T, and silicon photonics chips for data-center and AI-cluster interconnects. | Networking & interconnect / Optical & photonic interconnect | China | 94 |
| 35 | T&S CommunicationsT&S Communications develops and mass-produces passive and active optical devices, including 1.6T optical engines and CPO components, for data-center networking. | Networking & interconnect / Optical & photonic interconnect | China | 93 |
| 55 | Huagong TechHuagong Tech sells high-speed optical interconnect modules, including CPO, LPO and silicon-photonics products, and designs silicon-photonics chips. | Networking & interconnect / Optical & photonic interconnect | China | 90 |
| 74 | AccelinkAccelink supplies optical communications products across transmission, access and datacom product lines. These products provide optical interconnect components and systems for telecom and data-center networking. | Networking & interconnect / Optical & photonic interconnect | China | 87 |
| 87 | AlibabaAlibaba Cloud runs hyperscale cloud infrastructure with a global data-center footprint and sells AI cloud and computing services to a large customer base. | Compute demand & operators / Hyperscalers | China | 85 |
Score out of 100: traction (deployment, production, commercials, progress) and capability (technology, positioning, firepower, leverage). The full AI Infra 100 with filters →
7 of the 100 companies on the AI Infra 100 are based in China: Dongshan Precision, Huawei, Innolight, T&S Communications and Huagong Tech and 2 more. Dongshan Precision ranks highest (rank 13 of 100, score 98). Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
Dongshan Precision ranks highest (rank 13 of 100, score 98). Next: Huawei, Innolight and T&S Communications. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
7 of 100, 7% of the list. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
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