SUGAR LAND, Texas, March 23, 2026 (GLOBE NEWSWIRE) — Applied Optoelectronics Inc. (NASDAQ: AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced it has received a new volume order from one of its major hyperscale customers for 800G single-mode data center transceivers to help expand its network capacity for AI-driven workloads.
“AI infrastructure expansion is accelerating, and requires significantly higher bandwidth at scale,” said Dr. Thompson Lin, Founder, Chairman, and CEO of AOI. “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,” said Stefan Murry, Chief Financial Officer and Chief Strategy Officer. “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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Forward-Looking Information
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About AOI
Applied Optoelectronics, Inc. (AOI) is a leading developer and manufacturer of advanced optical and HFC networking products that are the building blocks for AI datacenters, CATV and broadband fiber access networks around the world. AOI supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and FTTH markets. The company has R&D facilities in Atlanta, GA, and engineering and manufacturing facilities at its corporate headquarters in Sugar Land, TX, as well as in Taipei, Taiwan and Ningbo, China. For additional information, visit www.ao-inc.com.
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