$Applied Optoelectronics(AAOI)

Boyd Wild

06-09

$Applied Optoelectronics(AAOI)$ AAOI is emerging as a major winner in AI infrastructure.

As hyperscalers build out bigger GPU clusters, demand for 800G optical transceivers keeps surging.

Reasons investors are watching:

• First volume shipments of 800G transceivers are complete

• Strong exposure to AI data center spending

• Deep relationships with major cloud customers

• Positioned for both 800G and future 1.6T upgrades

A key advantage is vertical integration. AAOI builds critical optical components in-house, which improves supply chain control and margins.

Non-GAAP gross margin improved from 19.4% to 29.2% year-over-year.

The AI boom isn't just about GPUs. Massive networking infrastructure is needed to connect them, and AAOI is well positioned to benefit.

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