Strategic Intelligence Report
Generated July 30, 2026
Computing Interconnects
Credo Technology
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Jose, California, USA
Website
Employees
600 (2025, approximate)
Founded
2008
Listing
CRDO · NASDAQ
Market Cap
$35.86B
Revenue (TTM)
$1.34B
Price
USD192.28 (-14.11%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A semiconductor company specializing in high-speed connectivity solutions including optical DSPs and active electrical cables used in AI data center networking, benefiting directly from the broader AI infrastructure interconnect buildout. Credo Technology's fiscal 2026 revenue reached $1.3 billion (up from $436.8 million in fiscal 2025) with net income of $472.3 million, driven by hyperscaler and NeoCloud upgrades to 400G/800G/1.6T networking; Q4 fiscal 2026 revenue alone surged 157% year-over-year to $437 million.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Supply Chain
- AI Data Centers: Credo Technology supplies high-speed connectivity chips (active electrical cables and optical DSPs) used to link AI accelerators within data centers.
Competition / Other
- Co-Packaged Optics: Credo Technology's optical DSP and connectivity products are part of the broader interconnect technology race alongside co-packaged optics approaches.
- Astera Labs: Credo Technology competes with Astera Labs in high-speed connectivity chips (retimers, active electrical cables, and optical DSPs) for AI data center networking.
Strategic Risks
- Faces competition from larger networking chip incumbents
Future Outlook
- Positioned to benefit from continued AI data center networking buildout
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Jun 2026) — Credo Technology FY2026 Annual Report (Form 10-K), filed with the SEC
- Credo Technology 10-K / earnings materials (Jun 2026) — Credo Technology fiscal 2026 revenue triples to $1.3B on AI data-center connectivity demand
- Yahoo Finance (Credo Technology 1.6T connectivity coverage) (Jun 2026) — Credo Technology Q4 FY2026 revenue surges 157% to $437M on 1.6T optical connectivity ramp
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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