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Applied Optoelectronics Shares Rise 6% On $53 Mln 800G AI Order

By RTTNews Staff Writer   ✉   | Published:   | Follow Us On Google News

Shares of Applied Optoelectronics Inc. (AAOI) gained nearly 6% on Tuesday morning after the company secured a new order tied to AI data center expansion.

The stock is currently trading at $101.45, up $5.69 or 5.94%, on the Nasdaq. It opened at $96.36 after closing the previous session at $95.76. The stock has traded between $9.71 and $128.96 over the past 52 weeks.

Applied Optoelectronics said it received a volume order worth more than $53 million from a major hyperscale customer for 800G single-mode data center transceivers, aimed at supporting expanding AI workloads.

The company noted that the order follows a recent 1.6Tb transceiver order from the same customer, highlighting accelerating demand for higher bandwidth infrastructure.

Shipments are expected to begin in the second quarter of 2026 and be completed by mid-third quarter 2026, supporting large-scale GPU cluster deployments.

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