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Applied Optoelectronics Says AI Demand Will Outrun Its Capacity Through 2027
Source: 247wallst.com
Corporate Guidance & OutlookCompany FundamentalsTechnology & Innovation
Applied Optoelectronics says it is sold out of 1.6T transceivers and signed a hyperscaler deal worth up to $1.5 billion, indicating strong demand. However, the company guided below Wall Street expectations; the article frames the capacity crunch as a potential growth driver or explanation for another shortfall.
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