$Applied Optoelectronics(AAOI)

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$Applied Optoelectronics(AAOI)$ Electricity is a bottleneck for data centers, so the shift to AAOI optical makes sense. The savings from cooling equipment, electricity, and opportunity cost from GPUs running more efficiently comes out to 35% per month. With optical, a training cycle that took 90 days can be completed in 60 days. For inference, more tokens can be delivered much faster with less electricity, with savings of 40%. So a data center has effectively gained 35% on the same electrical capacity. The only issue for AAOI, but a good one, is they can't produce their products fast enough to meet demand and are sold out for 3 to 4 years.

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