Applied Optoelectronics Inc. (AAOI) will demonstrate its 25 dBm Ultra‑High Power External Laser Small‑Form‑Factor Pluggable (ELSFP) at the Optical Fiber Communications Conference (OFC) in Los Angeles, scheduled for March 17‑19, 2026. The showcase will take place in the South Hall, Booth #739, where the company will also display its full transceiver range from 100 G to 1.6 T, including a live 6.4 T On‑Board Optics (OBO) demonstration.
The 25 dBm ELSFP is powered by a 400 mW continuous‑wave laser, delivering a high link budget that meets the demanding requirements of next‑generation AI data‑center transceivers, CPO/NPO architectures, and GPU clusters. “Reliability and performance are non‑negotiable as the industry shifts toward more demanding GPU fabrics,” said Fred Chang, Senior Vice President and North American General Manager. “Our 25 dBm ELSFP solution addresses these needs by providing the unmatched power and mission‑critical reliability required for complex AI networking, offering a high‑performance, hot‑swappable solution that is ready to scale hyperscale infrastructures today.”
AAOI’s recent financial results underscore the strategic importance of this product. In Q4 2025 the company generated $134.27 million in revenue, up 34 % year‑over‑year, with data‑center revenue at $74.88 million. Full‑year 2025 revenue reached $455.72 million, an 82.75 % increase from the prior year, and data‑center products accounted for roughly two‑thirds of the business. The company also secured a $200 million order for 1.6 T data‑center transceivers, expected to deliver in late 2026, and is expanding domestic manufacturing with a new 210,000‑sq‑ft facility in Sugar Land, Texas.
AAOI’s position as a key supplier to NVIDIA and other hyperscale customers gives it a competitive edge in a supply‑constrained market. The company’s in‑house laser manufacturing capability and U.S. production expansion reduce lead times and enhance supply‑chain resilience, critical for meeting the high‑volume demands of AI infrastructure buildouts. Dr. Thompson Lin, Founder, Chairman, and CEO, noted that the transceiver portfolio enables customers to order 400 G, 800 G, or 1.6 T products, and highlighted ongoing expansion at the Taiwan facility and construction of the new Texas plant.
Looking ahead, AAOI guided for Q1 2026 revenue between $150 million and $165 million and projects full‑year 2026 revenue that could exceed $1 billion. CFO Stefan Murry emphasized that as GPU performance increases and AI cluster sizes grow, network infrastructure must scale accordingly, underscoring the company’s focus on high‑power, high‑bandwidth solutions.
The OFC 2026 showcase will provide a platform for AAOI to demonstrate the technical capabilities of its 25 dBm ELSFP and to engage with hyperscale customers, reinforcing its leadership in the AI data‑center optical interconnect market.
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