# Innolight

> Markdown twin of https://roboterminal.app/companies/innolight · https://roboterminal.app/companies/innolight.md

## On shared sources

- [Alibaba](https://roboterminal.app/companies/alibaba) (2)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- [a16z](https://roboterminal.app/companies/a16z) (1)
- [Anthropic](https://roboterminal.app/companies/anthropic) (1)
- [Baidu](https://roboterminal.app/companies/baidu) (1)
- [d-Matrix](https://roboterminal.app/companies/d-matrix) (1)
- [Eptolink](https://roboterminal.app/companies/eptolink) (1)
- [Huawei](https://roboterminal.app/companies/huawei) (1)
- [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (1)
- [LG Innotek](https://roboterminal.app/companies/lg-innotek) (1)
- [MRVL](https://roboterminal.app/companies/mrvl) (1)
- [Nebius](https://roboterminal.app/companies/nebius) (1)
- [Nscale](https://roboterminal.app/companies/nscale) (1)
- [OpenAI](https://roboterminal.app/companies/openai) (1)
- [Salesforce](https://roboterminal.app/companies/salesforce) (1)
- [Samsung Electro Mechanics](https://roboterminal.app/companies/samsung) (1)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1)
- [SMIC](https://roboterminal.app/companies/smic) (1)
- [Tencent](https://roboterminal.app/companies/tencent) (1)
- [YMTC](https://roboterminal.app/companies/ymtc) (1)

## Pulse

- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107846575552888892)
  China is about to unleash a 60x AI demand shock and it could create an entirely new group of stock market winners. JP Morgan expects China’s inference-token consumption to grow roughly 60-fold between…
- [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627)
  Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $…

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Source: Roboterminal · https://roboterminal.app/companies/innolight.md