Google places 12 million NPO optical module order for TPU clusters

Google formally placed an order for 12 million NPO optical modules for next-generation TPU cluster construction. Zhongji Innolight received a 60% share (7.2 million units) and Eoptolink Technology received a 40% share (4.8 million units). Delivery is scheduled from Q3 2026 to Q2 2027.

“谷歌正式下达1200万只NPO光模块订单，用于下一代TPU集群建设。”sina.cn

• 1 source
• sina.cn【广发通信｜谷歌NPO订单落地】谷歌正式下达1200万只NPO光模块订单，用于下一代TPU集群建设。• 中际旭创（300308）：获60%份额（720万只），为谷歌NPO核心供应商• 新易盛（300502）：获40%份额（480万只），切入谷歌高端供应链核心要点• 技术：NPO（近封装光学）为谷歌TPU v7/v8标配，功耗 ​_新浪新闻Apr 7, 2026

Summarized from public sources; check the original articles before acting on it.