Major optical modules manufacturers and suppliers: Innolight, Eoptolink, Huagong Tech, Linktel, Accelink, CIG ShangHai CO. With AI computing power demands growing exponentially, next-generation supercomputing architectures like the NVIDIA GB200 have emerged. For example, in a GB200 cluster with 576 GPUs, 18,432 single-end 800G DR8 optical modules are required. Thanks to the. The NVIDIA GB200 (Grace/Blackwell) high-end AI accelerator represents one of the most complex and demanding hardware products ever assembled. The optical module is in the middle of the industrial chain, and the upstream industry of optical modules mainly includes PCB, optical chips, optical. The NVIDIA GB200 NVL72 connects 36 Grace CPUs and 72 Blackwell GPUs in a rack-scale, liquid-cooled design. It boasts a 72-GPU NVIDIA NVLink™ domain that acts as a single, massive GPU and delivers 30x faster real-time trillion-parameter large language model (LLM) inference, with 10x greater. The SemiAnalysis GB200 Component & Supply Chain BoM Model details the components within a GB200 NVL72/NVL36 and GB200A NVL36 system as well as the different customized SKUs. We also map out the supplier.
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