---
title: "Applied Optoelectronics jumps after hyperscaler more than doubles its recent order"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/281759169.md"
description: "Applied Optoelectronics shares surged over 5% in premarket trading after a hyperscaler increased its order for 800G single-mode data center transceivers by $71 million, bringing total orders from this customer to $124 million since mid-March. This order has doubled the company's backlog for this client. The stock had already risen 20% before this announcement, reflecting strong momentum in the AI-related sector. CEO Dr. Thompson Lin expects to complete the initial order delivery in Q3 and the new order by year-end."
datetime: "2026-04-06T12:25:49.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/281759169.md)
  - [en](https://longbridge.com/en/news/281759169.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/281759169.md)
---

# Applied Optoelectronics jumps after hyperscaler more than doubles its recent order

Applied Optoelectronics is soaring on Monday after a hyperscaler upped demand for its components that help servers in data centers relay information.

After the close on Thursday, the optics and networking company announced that a key customer ordered an additional $71 million worth of 800G single-mode data center transceivers. Per the press release, orders from this buyer now total $124 million since mid-March, with this commitment doubling AAOI’s backlog for this customer.

The stock is up more than 5% in premarket trading; other names in the industry like Coherent, Lumentum, and POET Technologies are also trading well in the green.

Shares of AAOI ended Thursday up 20% **_before_** this news dropped, with the industry having displayed strong momentum as of late to reaffirm its status as one of the few areas of the AI trade that investors have loved in 2026.

“We anticipate completing delivery of the initial order in the third quarter, with this new order by end of this year,” said Dr. Thompson Lin, founder, chairman, and CEO of Applied Optoelectronics. “We also recently shipped the first 10,000 units of an 800G single-mode transceiver order to another hyperscale datacenter customer.”

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