Rumor
Amazon qualifies 800G networking technology
Monday, December 22, 2025 at 08:22 PM
Amazon has officially qualified 800G networking components for its infrastructure.
Context
Amazon has officially qualified Applied Optoelectronics Inc. (AAOI) as a supplier for its next-generation 800G networking transceivers. This development, confirmed in December 2025, marks a critical transition for Amazon Web Services (AWS) as it upgrades its data center fabric from 400G to 800G to support surging AI and machine learning workloads. The qualification follows a massive $4 billion framework agreement between the two companies spanning the next 10 years, signaling a long-term commitment to high-bandwidth infrastructure.
The move is a major milestone for the AI supply chain, as 800G technology provides the essential throughput required for massive GPU clusters. To meet this demand, AAOI is scaling production to reach 100,000 units per month by the end of the year, with further expansion planned for 2026. With the broader AI networking market projected to reach nearly $20 billion in 2025, this qualification secures Amazon’s access to high-performance optics necessary to maintain its competitive edge in the hyperscale cloud sector.
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