AOI Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026 - Applied Optoelectronics (NASDAQ:AAOI)

Applied Optoelectronics Rises 7% — NVIDIA’s AI Data Centers Can’t Get Enough of Its Lasers

Quick Read Applied Optoelectronics (AAOI) posted Q4 2025 revenue of $134.27M (up 34% year over year) with data center revenue jumping to $74.88M, and the company secured a $200M order for 1.6T transceivers with delivery in late 2026. NVIDIA (NVDA) data center revenue hit $62.31B last quarter (up 75% year over year) with networking revenue surging 263%, creating massive demand for the optical interconnects that Applied Optoelectronics manufactu…

AOI Showcases 25dBm Ultra-High Power ELSFP as the Foundation for Next-Gen AI Infrastructure at OFC 2026 - Applied Optoelectronics (NASDAQ:AAOI)

SUGAR LAND, Texas, March 17, 2026 (GLOBE NEWSWIRE) -- Applied Optoelectronics Inc. (NASDAQ:AAOI), a leading provider of advanced optical and HFC networking products that power AI, today announced plans for the Optical Fiber Communications Conference ‘OFC', at the Los Angeles Convention Center, March 17-19, where it will demonstrate how its solutions support modern data centers with the bandwidth, power and density needed for future AI systems. O…

Inside the 25dBm laser behind next-gen AI data centers at OFC 2026

6.4T on-board optics, 800G–1.6T links and a 25dBm ELSFP headline Applied Optoelectronics' OFC 2026 booth, built for hyperscale AI networks.