NasdaqGM:AAOICommunications
Applied Optoelectronics (AAOI) Is Up 5.8% After Major Hyperscale 800G and 1.6T Orders - What's Changed
In late March and early April 2026, Applied Optoelectronics Inc. announced that a major hyperscale customer expanded its 800G single‑mode data center transceiver orders to US$124 million, while earlier also securing an over US$200 million volume order for 1.6T modules and beginning initial 800G shipments to a second hyperscale client.
Together, these large AI‑oriented transceiver commitments significantly increase Applied Optoelectronics’ backlog and highlight how its vertically integrated...