Applied Optoelectronics Obtains New $71M Order For 800G Single-Mode Data Center Transceivers From One Of Its Major Hyperscale Customers

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 $71 Million order for 800G single-mode data center transceivers from one of its major hyperscale customers. This marks $124 Million in orders from this customer since mid-March, which will more than double the existing backlog from this customer.

"This increased order for our 800G transceivers reflects both the customer's confidence in AOI and the growing demand for 800G optics," said Dr. Thompson Lin, Founder, Chairman, and CEO of AOI. "Following product qualification, we expect to begin delivering both the initial order—totaling more than $53 million—and this additional order in the second quarter. We anticipate completing delivery of the initial order in the third quarter, with this new order by end of this year. We also recently shipped the first 10,000 units of an 800G single-mode transceiver order to another hyperscale datacenter customer."