Applied Optoelectronics vs Shopify

Side-by-side comparison of AI visibility scores, market position, and capabilities

Shopify leads in AI visibility (86 vs 57)
Applied Optoelectronics logo

Applied Optoelectronics

ChallengerCloud Infrastructure

Data Center Optics

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.

AI VisibilityBeta
Overall Score
C57
Category Rank
#1 of 1
AI Consensus
82%
Trend
up
Per Platform
ChatGPT
48
Perplexity
51
Gemini
52

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.

Full profile
Shopify logo

Shopify

LeaderE-commerce

E-commerce Platform

NYSE: SHOP e-commerce platform at $8.88B FY2024 revenue with $292.28B GMV across 4.82M stores; Black Friday $11.5B processing competing with WooCommerce and BigCommerce for small-to-enterprise direct-to-consumer commerce.

AI VisibilityBeta
Overall Score
A86
Category Rank
#1 of 3
AI Consensus
71%
Trend
stable
Per Platform
ChatGPT
84
Perplexity
89
Gemini
91

About

Shopify Inc. is an Ottawa, Canada-based e-commerce platform — listed on NYSE (NYSE: SHOP) — providing 4.82+ million active merchant stores of all sizes (from solo entrepreneurs to enterprise brands) with tools for online store creation, multi-channel selling (web, mobile, social, in-person), payment processing (Shopify Payments, Shop Pay), inventory management, fulfillment, and marketing analytics, generating $8.88 billion in revenue in fiscal year 2024 (+26% year-over-year) with $292.28 billion in gross merchandise volume (GMV, +24%) and 875+ million customers who have purchased from Shopify merchant stores. Founded in 2006 by Tobias Lütke, Daniel Weinand, and Scott Lake (started as a snowboard equipment store, pivoted to become the platform), Shopify has become the operating system for independent commerce — the default e-commerce infrastructure for the direct-to-consumer brand economy.

Full profile

AI Visibility Head-to-Head

57
Overall Score
86
#1
Category Rank
#1
82
AI Consensus
71
up
Trend
stable
48
ChatGPT
84
51
Perplexity
89
52
Gemini
91
56
Claude
79
53
Grok
88

Capabilities & Ecosystem

Capabilities

Only Applied Optoelectronics
Data Center Optics
Only Shopify
E-commerce Platform
Shopify is classified as company.

Track AI Visibility in Real Time

Monitor how your brand performs across ChatGPT, Gemini, Perplexity, Claude, and Grok daily.