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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Supply-chain overlap

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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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 ›

AAOIApplied Optoelectronics, Inc.

62.42▼−9.60%· post 63.54

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

NVDANvidia Corp

202.10▼−1.24%· post 203.80

ClosedNov 2 '26

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

Compare

ClosedNov 2 '26

AAOIApplied Optoelectronics, Inc.

NVDANvidia Corp

62.42▼−9.60%post 63.54

Price

202.10▼−1.24%post 203.80

$5.6B

Mkt cap

$4.9T

Q2 FY26$192M

Revenue

$96.2BQ2 FY27

FY25$456M

Revenue

$216BFY26

AAOI62.42▼−9.60%vsNVDA202.10▼−1.24%ClosedNov 2 '26