# Open Compute Project

> Markdown twin of https://roboterminal.app/companies/open-compute-project · https://roboterminal.app/companies/open-compute-project.md

## On shared sources

- [Amazon](https://roboterminal.app/companies/amazon) (1)
- [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1)
- [CNMC Ningxia Orient Nonferrous Metal Group](https://roboterminal.app/companies/cnmc-ningxia-orient-nonferrous-metal-group) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (1)
- [Google](https://roboterminal.app/companies/google) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [Kinwong](https://roboterminal.app/companies/kinwong) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [Meta](https://roboterminal.app/companies/meta) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Oracle](https://roboterminal.app/companies/oracle) (1)
- [Shengyi Technology](https://roboterminal.app/companies/shengyi-technology) (1)
- [Shennan](https://roboterminal.app/companies/shennan) (1)
- [Victory](https://roboterminal.app/companies/victory) (1)
- [Wiwynn](https://roboterminal.app/companies/wiwynn) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2111442112986165734)
  NPO and CPO adoption by customers presented by LightCounting at OCP. $AMZN $GOOGL $META $MSFT $ORCL
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111306709260190110)
  LightCounting: Port Shipments in 2031 800G: 99 million 1.6T: 194 million 3.2T: 116 million Via OCP $LITE $COHR $MTSI $AAOI
- [@tphuang on X](https://x.com/tphuang/status/2111089512453394709)
  On news from OCP 2026 where 4 of 7 NVLink PTFE suppliers are Chinese PCB giants: Shennan, Victory, Kinwong & Shengyi, here is a look at upstream supply chain in China to benefit: Include PTFE resin, 2…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2110137982783209483)
  Nvidia handed its Vera Rubin rack and tray designs to OCP; MGX 1.2 doubles down on liquid cooling. Wiwynn, a pilot build partner on the 72-GPU, 36-CPU NVL72, showed a double-sided cold plate claiming …
- [@pequityresearch on X](https://x.com/pequityresearch/status/2110044384465207714)
  All OCP talks are posted on Youtube. That is incredible! Many many videos. https://t.co/RfmlGToiyt https://t.co/EF0J4HYraz

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Source: Roboterminal · https://roboterminal.app/companies/open-compute-project.md