COMPANIES · AI CHIPS & NETWORKING
Applied Optoelectronics
Applied Optoelectronics (AOI) designs and makes fiber-optic networking products, from laser chips and components to optical transceivers and cable-TV network equipment, largely in its own factories.
Applied Optoelectronics (AOI) designs and makes fiber-optic networking products, from laser chips and components to optical transceivers and cable-TV network equipment, largely in its own factories.
Its optical transceivers are sold to large hyperscale data-center operators, and Microsoft alone accounted for 28.8% of its 2025 revenue. In 2025 it issued Amazon a warrant that vests with Amazon's purchases, up to $4 billion, tying it closely to AI data-center buildouts; the rest of its revenue comes mainly from cable-TV equipment.
Hyperscale data-center operators, cable-TV operators and their suppliers, and telecom customers pay it for optical transceivers, components and network equipment.
United States (Sugar Land, Texas)
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (2)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (1)
Source: 2026-02-26 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating (2025)
Limits: Does not specify which products Microsoft bought, contract terms, or future purchase commitments.
Applied Optoelectronics, Inc. Form 10-K for fiscal year 2025 ↗Dated or announced (1)
Source: 2025-03-13 · reviewed 2026-09-26
Evidence: Primary-source statement · Agreement signed; purchases discretionary
Limits: The agreement is with the parent Amazon.com, Inc., not AWS specifically; purchases are discretionary, so it does not establish that any amount up to $4 billion has been or will be bought.
Applied Optoelectronics, Inc. Form 8-K (Transaction Agreement and Warrant with Amazon.com, Inc.) ↗Applied Optoelectronics, Inc. Form 10-K for fiscal year 2025 ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .