What Applied Optoelectronics makes for data centers
public
Applied Optoelectronics is a publicly listed company. It appears on 1 part of the AI data center — Optical transceivers — in the role of manufacturer. That part sits in Layer 3 — Networking & interconnect. Its shares trade on US exchanges (NYSE/Nasdaq) as AAOI.
Listing
US exchanges (NYSE/Nasdaq): AAOI· 67.51 USD +0.76% · mkt cap 5.7B USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
1 part across 1 layer
No disclosed data-center revenue share on file.
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Optical transceivers | manufacturer | disclosed | Accelink, Broadcom, Cisco, Coherent, Eoptolink, HG Genuine |
Where Applied Optoelectronics sits in the stack
Applied Optoelectronics's placements in this catalog cover 1 part, all in layer 3, networking & interconnect. None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Optical transceivers — Pluggable optical modules that convert electrical signals to light for transmission over fiber between switches and servers, sold at 400G, 800G, and 1.6T speeds.
Closest peers in this catalog
Seen in real machines
Applied Optoelectronics is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- 800G / 1.6T OSFP transceivers (scale-out)
Disclosed customers
Latest feed
- Bloom Energy SOFC system to support AOI's Taiwan expansion — DigiTimes, 2026-10-08Bloom Energy's Solid Oxide Fuel Cell (SOFC) systems will be deployed to support the power requirements of AOI's expanding data center presence in Taiwan.
- Trymax lands multi-year AOI order as InP laser capacity race tightens — DigiTimes, 2026-09-01Trymax has secured a multi-year automated optical inspection (AOI) order to increase capacity for InP lasers as demand outpaces supply.
Questions about Applied Optoelectronics
- What does Applied Optoelectronics make for AI data centers?
- This catalog places Applied Optoelectronics on 1 part: Optical transceivers (manufacturer).
- Is Applied Optoelectronics publicly traded?
- Yes — Applied Optoelectronics is listed on US exchanges (NYSE/Nasdaq) under AAOI. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes optical transceivers for AI data centers?
- Accelink, Broadcom, Cisco, Coherent, Eoptolink and HG Genuine are also placed on Optical transceivers in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Applied Optoelectronics the mix is 1 disclosed. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.