Wall Street has suddenly realised that the ultimate bottleneck isn't the GPU itself. It is the AI laser storage and optical transceivers needed to let those GPUs talk to each other.
AAOI has just been crowned the most worthy bottleneck to buy. The industry is facing a severe, multi year semiconductor laser chip shortage.
AAOI holds a massive competitive edge because it manufactures its lasers in house & is actively scaling its Texas facilities.
Rumours of an impending US crackdown on Chinese optical imports are forcing US data centre operators to redirect massive 800G & 1.6T infrastructure orders straight into AAOI.
AAOI has just clocked its 5th consecutive quarter of record revenue. Sales are up 86% YoY.
Exciting times are here for AAOI!
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