AAOI Stock Falls Sharply on $600M At-the-Market Offering Announcement
The agreement does not specify how the proceeds would be used.
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Trump Admin Drafts Ban on Chinese Data Center Parts
Trump administration is drafting an FCC ban on Chinese optical transceivers for US data centers to protect AI infrastructure from security risks.
Nvidia’s Jensen Huang Predicts Marvell Will Be the Next $1 Trillion Chip Giant
Marvell last week forecast that its custom chips business would surpass $10 billion in revenue by fiscal 2029, as cloud companies expand AI data centers.
AOI Scores $71 Million New Order for 800G Data Center Transceivers
AOI got a $71M order for 800G transceivers, doubling recent sales; shipments start Q2 2026 for AI & cloud data centers.
Optical Stocks Slammed as Samsung Jumps into Silicon Photonics
Optical stocks plunged as Samsung officially announced its entry into the silicon photonics market with 224Gbps tech and ambitious AI plans.
AOI Scores $53M 800G Order from Major Hyperscale Customer
Applied Optoelectronics lands a new $53 million order for 800G data center transceivers from a major hyperscale client to boost AI infrastructure.