AAOI compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name

AAOIApplied Optoelectronics, Inc.

Mkt capRevenueRevenue

NVDANvidia Corp

Mkt capRevenueRevenue

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AAOIApplied Optoelectronics, Inc.

NVDANvidia Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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AAOIApplied Optoelectronics, Inc.

68.97▼−12.91%· post 69.40

Mkt cap$5.6BRevenue$192MQ2 FY26Revenue$456MFY25

NVDANvidia Corp

204.27▼−4.40%· post 205.25

ClosedOct 30 '26

Mkt cap$4.9TRevenue$96.2BQ2 FY27Revenue$216BFY26

Compare

ClosedOct 30 '26

AAOIApplied Optoelectronics, Inc.

NVDANvidia Corp

68.97▼−12.91%post 69.40

Price

204.27▼−4.40%post 205.25

$5.6B

Mkt cap

$4.9T

Q2 FY26$192M

Revenue

$96.2BQ2 FY27

FY25$456M

Revenue

$216BFY26

AAOI68.97▼−12.91%vsNVDA204.27▼−4.40%ClosedOct 30 '26

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

rebased to 0%

AAOI, solidNVDA, dashed

Supply-chain overlap

Revenue flow

AAOI: latest quarter is a loss; flow not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only AAOI 6

MSFTMicrosoftcustomer

ORCLOraclecustomer

—Zhejiang Xinyu Constructionunlistedsupplier

—CITunlistedsupplier

2 more · AAOI chain ›

Shared 0

No shared counterparties.

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

20 more · NVDA chain ›