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

NVDANvidia Corp

Mkt capRevenueRevenue

AAOIApplied Optoelectronics, Inc.

Mkt capRevenueRevenue

Compare

NVDANvidia Corp

AAOIApplied Optoelectronics, Inc.

Price

Mkt cap

Revenue

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

Save comparison

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

Desk News Calendar Saved

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

Price

Supply-chain overlap

Revenue flow

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

NVDANvidia Corp

207.04▲+1.18%

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

AAOIApplied Optoelectronics, Inc.

67.60▼−2.10%

Regular sessionNov 2 '26

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

Compare

Regular sessionNov 2 '26

NVDANvidia Corp

AAOIApplied Optoelectronics, Inc.

207.04▲+1.18%

Price

67.60▼−2.10%

$4.9T

Mkt cap

$5.6B

Q2 FY27$96.2B

Revenue

$192MQ2 FY26

FY26$216B

Revenue

$456MFY25

NVDA207.04▲+1.18%vsAAOI67.60▼−2.10%Regular sessionNov 2 '26

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

20 more · NVDA chain ›

Shared 0

No shared counterparties.

Only AAOI 6

MSFTMicrosoftcustomer

ORCLOraclecustomer

—Zhejiang Xinyu Constructionunlistedsupplier

—CIT

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

unlistedsupplier

2 more · AAOI chain ›

Price

rebased to 0%

NVDA, solidAAOI, dashed