Eoptolink says NPO product cooperation with clients on track, mass deliveries expected in 2027

The signal here is timing, not technology. Eoptolink is publicly anchoring NPO commercialization to 2027, with real scale only in 2028 — a two-step cadence that effectively sets expectations for the entire optical supply chain, since NPO adoption depends on hyperscaler and equipment-maker roadmaps rather than a single vendor's capacity. The absence of named clients or order volumes leaves the demand side entirely unverified, so the open question is whether this schedule reflects firm customer commitments or a planning assumption that could slip if AI infrastructure spending normalizes before then.