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

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NVDANvidia Corp

AAOIApplied Optoelectronics, Inc.

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 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 ›

NVDANvidia Corp

186.71▲+2.82%· post 188.72

Mkt cap$4.5TRevenue$96.2BQ2 FY27Revenue$216BFY26

AAOIApplied Optoelectronics, Inc.

50.10▲+6.84%· post 50.13

ClosedNov 6 '26

Mkt cap$4.4BRevenue$270MQ3 FY26Revenue$456MFY25

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ClosedNov 6 '26

NVDANvidia Corp

AAOIApplied Optoelectronics, Inc.

186.71▲+2.82%post 188.72

Price

50.10▲+6.84%post 50.13

$4.5T

Mkt cap

$4.4B

Q2 FY27$96.2B

Revenue

$270MQ3 FY26

FY26$216B

Revenue

$456MFY25

NVDA186.71▲+2.82%vsAAOI50.10▲+6.84%ClosedNov 6 '26