11 of the 100 companies on the AI Infra 100 are in the Optical & photonic interconnect segment of Networking & interconnect, from 4 countries. 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 |
| 19 | CoherentCoherent develops and manufactures optical transceivers, lasers, VCSELs, silicon-photonic products and optical circuit switches for AI data-center networks. | Networking & interconnect / Optical & photonic interconnect | United States | 96 |
| 28 | CorningCorning manufactures optical fiber, hollow-core fiber, glass waveguides and co-packaged-optics technology for data-center interconnects, working with hyperscalers and NVIDIA. | Networking & interconnect / Optical & photonic interconnect | United States | 94 |
| 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 |
| 56 | PrysmianPrysmian manufactures optical-fiber and submarine cables, including high-density microduct cable, for telecom and data connectivity. | Networking & interconnect / Optical & photonic interconnect | Italy | 89.5 |
| 71 | CienaCiena supplies coherent optical networking systems, pluggable optical engines and WaveLogic technology that provide high-capacity interconnect for data centres and AI workloads. | Networking & interconnect / Optical & photonic interconnect | United States | 87 |
| 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 |
| 75 | LITEON TechnologyLITEON develops optical communication modules with POET Technologies for AI data centers and supplies VCSEL arrays for optical sensing and communications. | Networking & interconnect / Optical & photonic interconnect | Taiwan | 87 |
| 85 | LumentumLumentum makes optical transceivers, lasers, optical circuit switches and photonic components for AI data-center, cloud and telecom networks. | Networking & interconnect / Optical & photonic interconnect | United States | 85 |
Score out of 100: traction (deployment, production, commercials, progress) and capability (technology, positioning, firepower, leverage). The full AI Infra 100 with filters →
Dongshan Precision ranks highest (rank 13 of 100, score 98). The Optical & photonic interconnect segment (Networking & interconnect) holds 11 of the 100 companies on the AI Infra 100: Dongshan Precision, Coherent, Corning, Innolight and T&S Communications and 6 more. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
Dongshan Precision, Coherent, Corning, Innolight and T&S Communications and 6 more. Each has a company file with scores, facts and signals. Ranking from the AI Infra 100, November 2026 edition, by Frontier Tech Intelligence.
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