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According to an article published on the X platform by qinbafrank of Odaily Planet Daily, AAOI's total revenue in Q2 was $191.9 million, representing a year-over-year increase of 86.4% and a quarter-over-quarter increase of 27.0%, marking the fifth consecutive quarter of record growth. Data center revenue was $107.7 million, a year-over-year increase of 140.4% and a quarter-over-quarter increase of 32.3%, accounting for 56% of total revenue; CATV revenue was $80.58 million, a year-over-year increase of 43.8% and a quarter-over-quarter increase of 20.6%. AAOI projects Q3 revenue to be between $255 million and $290 million, with a median of $272.5 million, representing a quarter-over-quarter increase of approximately 42%; non-GAAP gross margin is projected to be between 29% and 30.5%, and net profit is projected to be between $10.1 million and $24 million. Based on the company's projected quarterly non-GAAP expenses of $70 million to $80 million, Q3 non-GAAP operating profit is estimated to be between a loss of $6 million and a profit of $18.5 million. AAOI's 800G revenue in Q2 was $12.8 million, accounting for 11.9% of data center revenue, representing a year-over-year increase of over 10 times and a quarter-over-quarter increase of over 100%. Q1 revenue was $4.6 million, meaning Q2 revenue increased by approximately 178% compared to Q1. The company expects Q3 800G revenue to increase nearly 5 times quarter-over-quarter, potentially reaching approximately $60 million to $64 million. Q2 400G revenue was $48.4 million, accounting for 45% of data center revenue, representing a quarter-over-quarter increase of 27.4% and a year-over-year increase of over 4 times. During the conference call, management projected that Q4 could commit to approximately $70 million to $80 million in 1.6T revenue. Based on the estimated combined revenue of approximately $330 million for 800G and 1.6T, Q4 implied 800G revenue is approximately $250 million to $260 million. The company's first 1.6T product is expected to complete final certification within the next 2 to 3 weeks, with initial shipments starting at the end of Q3. The company currently has over $200 million in orders, with most initial orders expected to be delivered in Q4, and a small portion extending into Q1 2027. Management anticipates that 1.6T revenue in Q1 2027 could be double or more than Q4, and stated that the company is close to becoming the fourth 1.6T certified supplier for a major cloud service provider. AAOI stated that the main production window for its CPO-related products is after Q3 2027. Currently, it only has a small quantity of ELSFP external laser source products, and plans to expand production in the second half of 2026 and continue to increase production in 2027. The company expects high-volume CPO-related products to be launched in the latter half of Q3 2027 and is currently working with at least five customers. Management stated that the CPO laser chip area could be six times larger than existing products, and next-generation DWDM CPOs will have even higher requirements for wavelength accuracy. Related laser manufacturing capacity may need to be expanded eight to ten times, and it will take 21 to 24 months from equipment ordering to achieving high-volume production. AAOI management indicated that US manufacturing is a key factor for customers choosing AAOI, and they plan to have more than half of their 800G and 1.6T production sourced from Texas by the end of 2027. Current short-term limiting factors for the company include InP, DSP, switches and their memory, automated assembly, final testing, high-speed product yield, and capacity ramp-up. Potential limiting factors include high-power InP lasers, epitaxy, wafer fabrication, and related equipment.