# Who are Eoptolink's customers? Who does Eoptolink earn revenue from?
Canonical: https://valuechain.wiki/eoptolink · Facet: customers · Updated: 2026-07-12T04:04:25.875+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Eoptolink's confirmed revenue counterparties include NVIDIA, Meta Platforms plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 3 revenue edges, backed by 7 dated sources, 1 of them primary filings (as of 2026-07-12).

### NVIDIA (high)  → /nvidia.md
- metric: Supply share 60% · 2025
- note: Supplies 800G/1.6T transceivers to NVIDIA (60% of incremental 800G with InnoLight).
- [mentions] Newspim (KO, news, published 2026-05-21) https://news.nate.com/view/20260521n07014: "InnoLight and Eoptolink lead 1.6T/400G+ modules and CPO/LPO development, focusing on global clients."
- [confirms] TheElec (KO, news, published 2026-03-13) https://www.thelec.kr/news/articleView.html?idxno=58033: "Eoptolink and InnoLight take ~60% of NVIDIA incremental 800G orders."
- [confirms] Eoptolink/SZSE (EN, filing, published 2026-03-01) https://www.eoptolink.com: "Eoptolink and InnoLight take ~60% of NVIDIA incremental 800G orders."
- [confirms] IP-Fiber (Baudcom) (EN, news, published 2025-11-11) https://ip-fiber.com/blogs/news/nvidia-orders-surge-innolight-and-eoptolink-dominate-60-of-800g-sfp-optical-modules-supply: "InnoLight and Eoptolink capture 60% of NVIDIA's additional 800G optical module orders; Eoptolink holds 20% of 800G LPO orders in GB200 servers."

### 하이퍼스케일러·데이터컴 (트랜시버) (mid)
- metric: Revenue ~$1.2B · 2024 · 2024 revenue (+179%)
- note: Supplies 800G/1.6T modules to hyperscalers.
- [confirms] Global Economic (KO, news, published 2026-03-25) https://www.g-enews.com/article/Securities/2026/03/20260325092247952344093b5d4e_1: "AI optical-link demand drives revenue."

### 메타 (하이퍼스케일러) (mid)  → /meta.md
- metric: procurement share 20% · 2025H1
- note: Deep binding with North American hyperscalers: Chinese media estimate Meta at ~20% of procurement; overseas sales were 94.4% of H1 2025 revenue (CNY 9.86bn).
- [mentions] Securities Times (STCN) (ZH, news, published 2025-08-25) https://stcn.com/article/detail/3262520.html: "Overseas revenue reached 94.4% with overseas sales of CNY 9.86bn."
- [confirms] Sina Finance (ZH, news, published 2025-08-19) https://finance.sina.com.cn/roll/2025-08-19/doc-infmpqic6037502.shtml: "Meta accounts for 20% of procurement; Microsoft order value rose more than 50%."

Reverse side: https://valuechain.wiki/eoptolink/suppliers.md · Ripple: https://valuechain.wiki/eoptolink/ripple.md

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Full node: https://valuechain.wiki/eoptolink.md · JSON: https://valuechain.wiki/eoptolink.json