Applied Optoelectronics (AAOI) confirmed its first large-scale shipment of 800G products to a major hyperscale customer. This milestone is directly linked to surging demand for AI data center infrastructure. The company also secured its first major 1.6T order.
Furthermore, the firm is expanding its U.S. manufacturing capacity. The stock has experienced significant volatility, declining over the past month and quarter despite a substantial year-to-date rally. Shares currently trade significantly above the average analyst fair value estimate, sparking a valuation debate among investors.