With the $AAOI expansion announced today, here’s what it actually means for the company. Their bottleneck was never demand. It was capacity. $AAOI has order visibility stretching well over a year out, and $1B+ guided for 2026. The demand is already sitting there. They just physically can’t build fast enough to ship it all. That’s what 400,000 sq ft in Pearland, Texas fixes. Every square foot converts demand they can already see into revenue they can actually recognize. This isn’t speculative capacity hoping customers show up. The customers are already in line. It also changes their position in the supply chain. This is US made 800G and 1.6T production at the exact node the industry needs most, right as hyperscalers push to onshore their optics supply. When big companies want domes
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