---
title: "Amazon increases investment in data center infrastructure! ChiNext AI (159243) surged nearly 4% on high volume! Eoptolink rose over 6%, leading the three major optical module companies"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/289124037.md"
description: "On June 9th, stimulated by news of Amazon increasing investment in data center infrastructure and NVIDIA validating strong demand for AI computing power, the A-share AI computing sector exploded. The China Merchants SZSE ChiNext Artificial Intelligence ETF (159243) rose nearly 4%, with leading optical module companies such as Eoptolink and TFC collectively surging. Analysts pointed out that the demand for AI computing power is shifting from GPUs to optical interconnects, and the performance of the related industrial chain continues to be realized"
datetime: "2026-06-09T02:15:41.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289124037.md)
  - [en](https://longbridge.com/en/news/289124037.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289124037.md)
generator: "portal-rs"
---

# Amazon increases investment in data center infrastructure! ChiNext AI (159243) surged nearly 4% on high volume! Eoptolink rose over 6%, leading the three major optical module companies

On the morning of June 9th, the AI computing power sector surged across the board. By 10 AM, the China Merchants SZSE ChiNext Artificial Intelligence ETF (159243) rose 3.78% on increased volume, peaking at a 3.93% gain during the session. The top three weighted stocks collectively strengthened—Eoptolink surged 6.21%, TFC rose 4.21%, Zhongji Xuchuang increased by 1.70%, Xiechuang Data gained 2.64%, and BlueFocus rose 2.79%.

In terms of news, Amazon reached a multi-billion dollar agreement with Corning to procure optical fibers, cables, and other data center infrastructure. Jensen Huang, CEO of NVIDIA, stated during his visit to South Korea that the demand for AI computing power far exceeds current production capacity plans, and multiple collaborations have been established with SK Hynix, LG, and others, further validating the strong demand for AI computing power. Additionally, global MLCC leaders have restarted capacity expansion, and PCB prices have increased by 40% month-on-month.

Analysis indicates that Amazon's increased procurement for data center infrastructure and NVIDIA's validation of strong AI computing power demand have led to a collective surge in the top three optical module companies, with AI computing power demand transitioning from GPUs to optical interconnects, continuously delivering performance results. It is understood that the China Merchants SZSE ChiNext Artificial Intelligence ETF (159243) covers the entire industry chain of AI hardware, AI applications, and AI software, with half of its holdings in leading optical module companies, and a management fee rate of only 0.15% per year, making it a low-cost core tool for positioning in the AI industry wave

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**