Applied Optoelectronics is trading 6.3% up today at $118.92 after announcing the start of construction on a nearly 400,000 square feet manufacturing campus expansion in Pearland, Texas. - The expansion is specifically aimed at increasing production of 800G and 1.6T optical transceivers, critical components for AI infrastructure and hyperscale data transmission networks. - This development underscores robust demand for high-speed optical transceivers, with the company strengthening its position as a key supplier in the rapidly growing AI and cloud infrastructure markets.