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AI product launch: Huawei challenges enterprise optical fabric with 7.2 Tbps module
On September 10, 2026, Huawei presented the first 7.2 Tbps NPO optical module at the China International Optoelectronic Exposition in Shenzhen, directly challenging Broadcom's 6.4 Tbps optical engines. This milestone signals a fundamental shift in enterprise AI infrastructure competition from computing chips to optical interconnection fabric, with major implications for European board procurement decisions and technological sovereignty.
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