AI Networking Providers Could Enjoy Solid Demand -- Market Talk

Dow Jones01-12

0420 GMT - AI networking providers could witness solid demand through next year, according to Nomura analysts. "AI data centers need to expand their computing and interconnect capabilities at different levels to meet the ever-expanding demand from large-language-model training and inference," they say in a research note. AI networking solutions, such as switches, optical cables and transceivers, as well as copper cables could play an increasingly significant role in AI data centers, the analysts write. Dominant players like Zhongji Innolight could continue to dominate the high-end optical transceiver market, they say. Nomura also thinks Suzhou TFC Optical Communication is a beneficiary of Nvidia's demand for high-end optical transceiver products. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

January 11, 2026 23:20 ET (04:20 GMT)

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Dominant players like <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a> could continue to dominate the high-end optical transceiver market, they say. Nomura also thinks Suzhou TFC Optical Communication is a beneficiary of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s demand for high-end optical transceiver products. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 11, 2026 23:20 ET (04:20 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI Networking Providers Could Enjoy Solid Demand -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Networking Providers Could Enjoy Solid Demand -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-12 12:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0420 GMT - AI networking providers could witness solid demand through next year, according to Nomura analysts. \"AI data centers need to expand their computing and interconnect capabilities at different levels to meet the ever-expanding demand from large-language-model training and inference,\" they say in a research note. AI networking solutions, such as switches, optical cables and transceivers, as well as copper cables could play an increasingly significant role in AI data centers, the analysts write. Dominant players like <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a> could continue to dominate the high-end optical transceiver market, they say. Nomura also thinks Suzhou TFC Optical Communication is a beneficiary of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s demand for high-end optical transceiver products. 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AI networking solutions, such as switches, optical cables and transceivers, as well as copper cables could play an increasingly significant role in AI data centers, the analysts write. Dominant players like Zhongji Innolight could continue to dominate the high-end optical transceiver market, they say. Nomura also thinks Suzhou TFC Optical Communication is a beneficiary of Nvidia's demand for high-end optical transceiver products. 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