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Price · 180d
$236.03
Thesis
Credo supplies high-speed connectivity hardware, led by Active Electrical Cables that link servers and racks at AI cluster speeds. Its products address the power-and-reliability tradeoffs of scaling interconnect bandwidth.
Catalysts
- AEC adoption ramping in hyperscale AI deployments
- Higher-lane-rate SerDes transitions
- Diversification of large customers beyond initial anchors