Huang Renxun's "Ignition" Failed: GTC Mentioned Optical Communications, So Why Did the Sector Cool Off?
Written by: DaiDai, Matong MSX
Many people thought Huang Renxiun would completely ignite optical communications at this GTC.
After all, this sector has been hot for too long. From CPO to silicon photonics, from optical modules to high-speed interconnects, the market has basically placed all its imagination about AI infrastructure upgrades on this pathway. What's more coincidental is that OFC 2026 is also being held in the same week, with the technical conference from March 15-19 and the exhibition from March 17-19. One is Nvidia laying out its roadmap, while the other is the entire optical communications industry chain flexing its muscles—the hype level is naturally pushed to its peak.
So before Huang Renxiun took the stage, what the market was actually waiting for wasn't an ordinary speech, but a spark. What everyone wanted to hear wasn't "the future direction is fine," but a more explicit statement: in the next phase, optical is the main line.
Unfortunately, Huang Renxiun didn't deliver that message