TREE NEWS update: Huawei debuted Hi-ONE, its next-generation Near-Packaged Optics (NPO) optical interconnect product, at the Huawei Connect 2026 conference in Shanghai on September 17. Deputy Chairman and Rotating Chairman Wang Tao introduced the product in a keynote, saying it achieves 7.2T transmission capacity per engine. Huawei said Hi-ONE is the industry’s first mass-produced NPO product, its highest-capacity NPO offering, and the only one with a built-in light source.
Huawei unveils Hi-ONE, industry’s first mass-produced NPO optical interconnect
Huawei's claim to mass production is the notable part: NPO has been a lab and prototype story, so shipping volume matters more than the capacity figure itself for how quickly optical interconnect moves toward the package in AI clusters. The built-in light source is the detail worth watching, since external laser sourcing has been a practical constraint on deployment. Whether rivals match the mass-production claim, and whether the integration holds up outside Huawei's own stack, is the open question.
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