Applied Optoelectronics secures $53 million order for 800G transceivers

Applied Optoelectronics Inc. (NASDAQ: AAOI) received a volume order worth more than $53 million from a major hyperscale customer for 800G single-mode data center transceivers, according to a company statement.

The Sugar Land, Texas-based optical networking products manufacturer said the order is intended to expand the customer's network capacity for AI-driven workloads. Shipments are expected to begin in the second quarter of 2026 and complete by mid-third quarter.

"This initial 800G volume order, totaling more than $53 million, is expected to be the first of more to come as it scales for rollouts across its clusters and regions," said Stefan Murry, Chief Financial Officer and Chief Strategy Officer.

The company said the order follows a recent announcement of 1.6Tb orders from the same customer. The 800G transceivers are expected to support GPU cluster development as part of the customer's infrastructure expansion plans.

Applied Optoelectronics develops and manufactures optical and HFC networking products for AI datacenters, cable television broadband, telecom, and fiber-to-the-home markets. The company operates research and development facilities in Atlanta and manufacturing operations in Sugar Land, Texas, as well as locations in Taiwan and China.

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