Credo Technology: High-Speed, High-Stakes AI Infrastructure Play

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• Rising inventory attributed to scaling up for robust customer forecasts

  80% confidence

• Credo's solutions typically consume 50% less power than optical alternatives

  80% confidence

• Nvidia Rubin NVL72 has cable-free tray design

  80% confidence

• Spending on data center switches in AI back-end networks will push past $100 billion by 2030

  80% confidence

• Sequential revenue growth expected in mid-single digits for end of fiscal 2026 and into fiscal 2027, leading to more than 200% year-over-year growth in current fiscal year

  80% confidence

• AECs are engineered to be up to 1,000 times more reliable than optical modules

  80% confidence

• Scale-up networking market will exceed $40 billion by 2030

  80% confidence

• Total addressable market has expanded to over $10 billion, more than tripling in just eighteen months

  80% confidence

• Management sees ALCs eventually surpassing AECs in scope

  80% confidence

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