Applied Optoelectronics (AAOI)
Vertically integrated InP laser and transceiver manufacturer. $200M+ 1.6T volume order from one hyperscaler, $124M 800G follow-on from a second. US-based manufacturing.
- Ticker: AAOI
- Sector: networking (optical transceiver)
- DC exposure tier: high
Applied Optoelectronics (AAOI) is a high-exposure name in the data-center supply chain in the networking sector. Data Center Index tracks Applied Optoelectronics's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Optical transceivers for hyperscalers (Microsoft, Amazon, Meta) drive the bulk of revenue; AI/DC datacom is the explicit growth thesis.
Tracked Applied Optoelectronics data center projects
- Microsoft Fairwater Wisconsin — 3.3 GW, Mount Pleasant, WI · operational
- Project Rainier — 2.2 GW, New Carlisle, IN · operational
- Anthropic-Amazon New Carlisle — 1.2 GW, New Carlisle, IN · operational
- Microsoft Fairwater Atlanta — 859 MW, Fayetteville, GA · operational
- AWS Northern Virginia — 770 MW, Loudoun County, VA · under construction