Nine Leading Stocks with Both Google and NVIDIA PCB and Optical Module CPO Hardware Computing Power Concepts
Huadian Co., Ltd. (002463)
Collaboration with NVIDIA:Huadian Co., Ltd. is a core PCB supplier for NVIDIA’s high-end AI servers (such as GB200). Additionally, NVIDIA has included Huadian as a core supplier for the Rubin platform (GB300).
Collaboration with Google:The company provides motherboard PCBs for Google’s TPU v6 and v7, holding approximately 30% of the supply for Google’s TPU PCBs in 2025. Besides the core TPU, Huadian’s PCB products are also used in Google’s AI servers and high-speed network devices such as 800G switches.
Shenghong Technology (300476)
Collaboration with NVIDIA:Shenghong Technology is one of the core PCB suppliers for NVIDIA’s data center GPU boards, covering high-end chips such as A100, H100, and the latest GB200.
Collaboration with Google:Shenghong Technology is the world’s largest supplier of Google’s data center UBB (Universal Base Board), holding the top market share, and provides a 30-layer HDI + orthogonal backplane solution for Google TPU V6/V7..
Guangku Technology (300620)
Collaboration with NVIDIA:Guangku Technology’s products enter NVIDIA’s supply chain through various channels. In addition to direct supply, its AM70 modulator is also supplied indirectly to NVIDIA through optical module manufacturer Coherent. Furthermore, through its subsidiary Jiahua Micro, it collaborates with NVIDIA’s main optical module supplier Zhongji Xuchuang as a secondary supplier.
Collaboration with Google:Through its acquired subsidiary Wuhan Jiep, Guangku Technology has become a core OEM for Google’s Optical Circuit Switch (OCS), which is a key device for building internal networks of large-scale AI computing clusters.
Invid Tech (002837)
Collaboration with NVIDIA:Invid Tech has become one of the global partners for NVIDIA’s Blackwell platform (including GB200/GB300). Additionally, Invid’s UQD quick connectors, CDU (Cooling Distribution Unit), and cold plates have all been certified through NVIDIA’s MGX platform, making it the first liquid cooling connector supplier to meet NVIDIA’s MGX ecosystem standards globally, and the only company in China to receive this full series certification.
Collaboration with Google:Invid Tech has launched liquid cooling products based on Google’s Deschutes 5 CDU specifications, fully compliant with Google’s Deschutes 5 standards (the technical threshold for Google data centers), and has received official certification from Google.
Industrial Fulian (601138)
Collaboration with NVIDIA:Industrial Fulian is an important manufacturer of NVIDIA’s cutting-edge AI server products such as GB200 and GB300. The company has not only completed the ramp-up of mass production for the GB200 series but is also ready for mass production of the next-generation GB300 products. Industrial Fulian also undertakes the full-chain manufacturing tasks from GPU modules to complete machines and actively participates in the R&D and production of cabinet-level products.
Collaboration with Google:Industrial Fulian is one of the core suppliers for Google’s AI servers, dedicated to creating more efficient hardware foundations for AI training, cloud computing, and edge computing scenarios. Market analysis also mentions that the company is a core OEM for Google cloud servers and storage devices.
Zhongji Xuchuang (300308)
Collaboration with NVIDIA:The company is one of the core suppliers of NVIDIA’s 800G optical modules, used in advanced computing systems such as NVIDIA’s GB200 server clusters. Market news indicates that Zhongji Xuchuang has secured approximately 35% of the recently added 2026 orders for 800G optical modules from NVIDIA.
Collaboration with Google:Zhongji Xuchuang is the main supplier for Google’s optical module procurement and is also the exclusive OEM for Google’s OCS (Optical Circuit Switch). The partnership has been upgraded to a “joint innovation partner” status.
Xinyi Sheng (300502)
Collaboration with NVIDIA:Xinyi Sheng is a core supplier for NVIDIA’s 800G products, and the company’s 1.6T optical module has been certified by NVIDIA, making it one of the few manufacturers to pass dual verification for NVIDIA’s GB200 and H100 platforms, with small batch deliveries already made, compatible with NVIDIA’s latest Blackwell chip systems.
Collaboration with Google:In 2025, Xinyi Sheng first entered Google’s 800G supply chain, becoming the second-largest supplier of Google’s 800G optical modules, with its 1.6T product certified by Google, primarily used for Google’s TPU edge nodes and data center interconnections.
Tianfu Communication (300394)
Collaboration with NVIDIA:At NVIDIA’s 2025 GTC conference, Tianfu Communication was explicitly listed as a core supplier of precision optical connections for the Quantum X800 silicon photonic CPO (Co-Packaged Optics) switch. Additionally, Tianfu Communication is expected to provide customized high-density fiber array units (FAU) for NVIDIA’s CPO solutions and is responsible for the airtight packaging and precision coupling of the optical engine.
Collaboration with Google:Through Fabrinet’s OEM supply, which serves both Google and NVIDIA, Tianfu indirectly enters Google’s supply chain, providing some optical communication components for its data centers. Furthermore, Tianfu’s 1.6T optical engine has passed Google’s relevant verification, and the product’s technical parameters meet Google’s data center standards, providing a technical basis for direct supply.
Shengyi Technology (600183)
Shengyi Technology primarily produces copper-clad laminates, which are the core materials for manufacturing printed circuit boards (PCBs). Its downstream PCB customers widely apply the products to well-known brands such as NVIDIA. Additionally, the company’s high-frequency copper-clad laminate products have been certified by NVIDIA. Similar to NVIDIA’s situation, Shengyi Technology’s copper-clad laminates are also applied to many well-known brands both domestically and internationally through downstream PCB manufacturers.
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