Jul. 15 at 7:05 AM
$AAOI will be one of the biggest winner when Nvidia start resuming H20 AI chip sales to China. Recently AAOI leased a 268,000 square feet in Taiwan, which was very surprising, since their selling point is our products are no tariff "Made in USA". My take is that they did it to address the Chinese demand for datacenters running H20. With Amazon, Microsoft, Oracle in the pocket, I'm pretty sure they will be gunning for the big Chinese Cloud AI providers.