News: Optoelectronics
31 March 2026
AOI receives new order for 800G data-center transceivers from major hyperscale customer
Applied Optoelectronics Inc (AOI) of Sugar Land, TX, USA (a designer and manufacturer of optical and hybrid fibre-coaxial networking products for AI data centers, cable TV and broadband fiber access networks) has received a new volume order from one of its major hyperscale customers for 800G single-mode data-center transceivers to help expand its network capacity for AI-driven workloads.
“AI infrastructure expansion is accelerating, and requires significantly higher bandwidth at scale,” notes founder, chairman & CEO Dr Thompson Lin. “Our customers are adopting 800G not just for capacity and performance, but to manage long-term operating costs. Deploying 800G now helps to prevent network bottlenecks, improves power efficiency and lowers cost per bit, reducing the need for frequent upgrades,” he adds.
“Locking in reliable transceiver capacity is critical for our customers’ supply chain strategies,” says chief financial officer & chief strategy officer Stefan Murry. “This early order for 800G is expected to support GPU cluster buildup, in line with our customer’s large-scale infrastructure expansion plans,” he adds. “Coming shortly after last week’s announcement of 1.6Tb orders from this same customer, this initial 800G volume order, totaling more than $53m, is expected to be the first of more to come as it scales for rollouts across its clusters and regions.” Following product qualifications, shipments are expected to start in second-quarter 2026 and be completed by middle of third-quarter 2026.
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