Interconnect & NetworkingPhotonic Computing · AAOI
Applied Optoelectronics
Sugar Land, TX, United States
About Applied Optoelectronics
Sugar Land, Texas maker of lasers and optical transceivers for data centers. It announced a $53 million 800G order from an unnamed hyperscale customer on 23 March 2026 and a further $71 million order on 2 April 2026, and said in its Q2 2026 results that demand exceeds capacity through mid-2027.
Applied Optoelectronics was founded in 1997 and is based in Sugar Land, TX, United States. It is listed under Interconnect & Networking, Photonic Computing. Its shares trade as AAOI on NASDAQ.
Compute Technologies
- Photonics
What Applied Optoelectronics works on
Interconnect & Networking
Interconnect is the set of links that move data between chips, between boards and between racks. It includes wires on a package, cables inside a server, and the network switches and optical fibre across a data center. A processor is only as useful as the speed at which it can get data in and out.
Photonic Computing
Photonic computing uses light instead of electricity to carry or process information. Photons have no charge, so light in a waveguide does not cause the resistive heating that current in a wire does, though lasers and modulators still use power, and many wavelengths can share one waveguide. The industry has two quite different parts: moving data with light, and computing with light.
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