Applied Optoelectronics, Inc.

Applied Optoelectronics, Inc. Applied Optoelectronics, Inc. | NASDAQ: AAOI AOI is a leading designer and manufacturer of fiber optic networking products.

We primarily serve three growing end-markets: cable television broadband, fiber-to-the-home, and internet data centers. We are vertically integrated with a product portfolio from laser chips, components, sub-assemblies and modules to complete turn-key equipment. All three of our end-markets are driven by bandwidth demand fueled by the growth of network connected devices, such as video traffic, clo

ud computing and online social networking. To address this increased demand, CATV and telecommunications service providers are investing to improve their networks in competition to deliver voice, video, and data services to their subscribers. Rising bandwidth consumption is also driving demand for higher speed server connections in the internet data center market. As a result of these trends, fiber optic networking technology has become fundamental in all three of our target markets to meet these needs. Our vertical integration, broad product lines, and in-house design capability uniquely position AOI to serve these markets and offer us the flexibility to address tomorrow's fiber optic applications.

From Fierce Network: Charter has been upgrading its HFC network with AOI's 1.8 GHz smart amplifiers, and now the next ph...
06/18/2026

From Fierce Network: Charter has been upgrading its HFC network with AOI's 1.8 GHz smart amplifiers, and now the next phase is underway.

Charter has selected AOI's QuantumLink software to remotely manage and automate thousands of those deployed amplifiers.

That means fewer truck rolls, lower operating costs, and a smarter cable network. Read the article here:

Charter's Spectrum has been replacing old network amplifiers with AOI’s 1.8 GHz amplifiers for its DOC | Big operators such as Charter and Comcast have hundreds of thousands of amplifiers in the field that have historically been monitored and repaired by humans.

Exciting news! AOI's QuantumLink™ intelligent network management software is being deployed across Spectrum's connected ...
06/10/2026

Exciting news! AOI's QuantumLink™ intelligent network management software is being deployed across Spectrum's connected 1.8GHz amplifier footprint. This gives Spectrum enhanced visibility and remote control of its critical network infrastructure while supporting machine learning and automation capabilities that improve network performance, resiliency, and operational efficiency.

As broadband providers continue building smarter, more scalable networks, software-enabled operations are playing an increasingly important role in delivering reliable, high-quality connectivity.

Read the news: https://aoinc.co/43qHnLY

AOI will provide Spectrum with its QuantumLink remote management software, enabling centralized control of connected 1.8GHz amplifiers

06/09/2026

AI is transforming the way data moves through modern networks.

As hyperscalers deploy larger GPU clusters and demand higher-speed optical connectivity, consistency and reliability across the supply chain have become critical. In our latest Q&A, AOI's Simon Ximen explains why vertical integration plays a key role in this shift.

Read more: https://aoinc.co/4exSfhd

The SCTE Gateway Chapter Vendor Day 2026 in Chesterfield, MO did not disappoint!From meaningful conversations to great c...
06/05/2026

The SCTE Gateway Chapter Vendor Day 2026 in Chesterfield, MO did not disappoint!

From meaningful conversations to great connections, it's clear why this community is so special. Thank you to all who stopped by, and see you again next year!

06/04/2026

AI infrastructure is moving fast. Industry analysts project 800G-and-above optical transceiver shipments will grow from roughly 24 million units in 2025 to nearly 63 million in 2026, a 2.6x year-over-year increase. That kind of volume inflection changes how engineering teams need to think about optical planning.

AOI's Simon Ximen walks through the 800G-to-1.6T transition: why OSFP has become the dominant form factor for high-density AI cluster deployments, how to align optical and GPU procurement timelines, and why vertical integration matters when supply chains tighten.

Read the full blog here: https://aoinc.co/4uSmRQs

06/02/2026

AI is changing the future of data center networking, and optics are at the center of that transformation.

In our newest article, AOI breaks down the technologies shaping next-generation AI infrastructure, including:

800G and 1.6T optical connectivity
Co-Packaged Optics (CPO)
XPO and OCI architectures
6.4T On-Board Optics powered by AOI’s ELSFP technology
The growing importance of optical supply chain scalability

As AI compute clusters continue to grow, layered optical networking architectures will play a critical role in enabling higher bandwidth, lower latency, and improved power efficiency.

Read the full article here: https://aoinc.co/436amEC

05/28/2026

What does it take to go from reactive to proactive HFC network management?

AOI's free eBook on remote management for smart amplifiers has the playbook.

Grab it here: https://aoinc.co/48ywkTP

05/27/2026

DOCSIS 4.0 is here.

AOI's free guide gives cable operators the full picture, from what is changing to how to plan upgrades.

Get your copy: https://aoinc.co/3QVNVPu

05/26/2026

Faster broadband and a greener network? With DOCSIS 4.0, cable operators get both.

AOI's blog breaks down the sustainability benefits of upgrading, from reduced energy use to fewer maintenance visits.

See more: https://aoinc.co/3QEnyO5

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13139 Jess Pirtle Boulevard
Sugar Land, TX
77478

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