Applied Optoelectronics vs Oracle Cloud
Side-by-side comparison of AI visibility scores, market position, and capabilities
Applied Optoelectronics (AAOI) reported $280M revenue in FY2024, up 130% YoY. Maker of high-speed optical transceivers for AI data centers. Explosive growth from AI hyperscaler demand. HQ: Sugar Land, TX.
About
Applied Optoelectronics, Inc. (AAOI) is a fiber-optic networking component company that designs and manufactures optical transceivers, lasers, and fiber-optic subsystems for data center, cable TV, and telecom applications, headquartered in Sugar Land, Texas. Founded in 1997, AAOI reported revenues of approximately $280M in FY2024, up an extraordinary 130% year-over-year, driven by explosive demand from hyperscale AI data center customers for high-speed optical transceivers.
Oracle (NYSE: ORCL) cloud infrastructure and enterprise SaaS at $20.4B cloud revenue with 50%+ OCI growth; Autonomous Database and AI GPU clusters competing with AWS and Azure for enterprise cloud workloads.
About
Oracle Cloud is Oracle Corporation's (NYSE: ORCL) comprehensive cloud computing platform — Oracle Cloud Infrastructure (OCI) for IaaS and PaaS plus Oracle Cloud Applications for SaaS — providing enterprise organizations with managed infrastructure, autonomous database services, and cloud-native versions of Oracle's full enterprise application suite (ERP, HCM, SCM, CX). Oracle generated $20.4 billion in cloud revenue in fiscal year 2025 (ended May 2025), with OCI infrastructure growing 50%+ year-over-year driven by AI GPU demand, data center expansion, and Oracle's multi-cloud partnerships with Microsoft Azure, AWS, and Google Cloud.
AI Visibility Head-to-Head
Key Details
Capabilities & Ecosystem
Also Compare
Track AI Visibility in Real Time
Monitor how your brand performs across ChatGPT, Gemini, Perplexity, Claude, and Grok daily.