Finally some good news for $AAOI The just broke ground on a nearly 400,000 sq ft manufacturing expansion in Pearland, Texas to scale 800G and 1.6T transceiver production for AI and cloud demand. Companies don’t build 400k sq ft of capacity unless the orders are already visible. They’re guiding $1B+ revenue for 2026, and demand is just starting to ramp. The buildout speaks for itself.
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