AAOI reports first volume 800G hyperscale shipment, driving Q1 2026 datacenter revenue to $81.40M, more than double year-ago levels.
Applied Optoelectronics (NASDAQ:AAOI) jumped 13.34% Monday after completing its first volume 800G hyperscale shipment, a key milestone for AI infrastructure demand. The stock has rallied 170.57% year-to-date and 312.42% over the past year.
Q1 2026 revenue reached $151.14M, up 51.4% year-over-year, with datacenter revenue surging to $81.40M from $32.05M a year earlier. CEO Thompson Lin confirmed the 800G shipment to a large hyperscale customer, de-risking the product cycle.
The company guided full-year 2026 revenue above $1 billion, more than doubling 2025 totals, with sequential growth accelerating in Q3. AAOI offers AI infrastructure exposure without the $4 trillion market caps of larger peers.