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AAOI vs. Fabrinet: Which AI Data Center Stock Is the Better Buy?
Source: zacks.com
Artificial IntelligenceTechnology & InnovationTrade Policy & Supply ChainCompany Fundamentals
Demand for 800G optical connectivity is surging on AI data-center expansion, but Applied Optoelectronics faces supply constraints that could limit its ability to capitalize on the opportunity. FN is better positioned through broader AI data-center growth exposure and ongoing capacity expansion, supporting a relatively stronger competitive outlook.
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mildly positive
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