Applied Optoelectronics宣布从超大规模商订购5300万美元的人工智能收发器

2026-03-24 04:35

Applied Optoelectronics (AAOI) announced on Monday that one of its major hyperscaler customers has placed an order for 800G single-mode data center transceivers worth $53M.
Applied Optoelectronics shares rose 2% in extended trading following the announcement.
“AI infrastructure expansion is accelerating, and requires significantly higher bandwidth at scale,” said Applied Optoelectronics CEO and Chairman Dr. Thompson Lin in a statement. “Our customers are adopting 800G not just for capacity and performance, but to manage long-term operating costs. Deploying 800G now helps to prevent network bottlenecks, improves power efficiency and lowers cost per bit, reducing the need for frequent upgrades.”
“Locking in reliable transceiver capacity is critical for our customers' supply chain strategies,” Stefan Murry, Applied Opto's CFO, added. “This early order for 800G is expected to support GPU cluster buildup, in line with our customer's large-scale infrastructure expansion plans. Coming shortly after last week's announcement of 1.6Tb orders from this same customer, this initial 800G volume order, totaling more than $53 million, is expected to be the first of more to come as it scales for rollouts across its clusters and regions. Following product qualifications, shipments are expected to start in the second quarter, and be completed by middle of the third quarter, 2026.”

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