Applied Optoelectronics surges to all-time high as AI demand accelerates. NASDAQ-listed AAOI climbed 12.80 percent Wednesday to $132.70, marking its fifth consecutive day of gains. The optoelectronics company received a major order boost when an unnamed hyperscale customer doubled its 800G transceiver orders to $124 million from $53 million. These next-generation transceivers are critical infrastructure for AI and cloud data center networks, supporting high-speed GPU cluster interconnects and superior bandwidth efficiency. CEO Dr. Thompson Lin highlighted growing confidence in the company's technology and surging market demand. Deliveries are expected to begin in the second quarter with completion targeted by year-end 2026.
