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Credo Technology reported record Q1 revenue of $479 million, up 115% year-over-year, driven by robust demand for AI cluster connectivity. Management highlighted rapid expansion in optical DSPs, Zero-…
Verizon shares have gained 22% over the past year, backed by strong cash flow and a $1 billion Google data center connectivity deal. However, slow top-line growth and the removal of customer fees cre…
Lumentum CEO warns of a severe Indium Phosphide (InP) shortage, a critical material for AI data centers, which NVDA and AVGO rely on for connectivity. Despite massive demand and sold-out components, …
Nvidia CEO Jensen Huang highlighted the critical role of Marvell Technology in AI infrastructure, predicting it could reach a trillion-dollar valuation. Huang emphasized the industry's shift toward a…
Nvidia confirmed using copper and co-packaged optics in upcoming GPUs, a balanced approach seen as sensible but slowing optical shift, signaling a modest bullish outlook for Nvidia amid mixed market …
Astera Labs showcased PCIe6 interoperability with NVIDIA Blackwell GPUs, secured Alchip partnerships, and advanced UALink adoption, boosting AI infrastructure design wins. Competition from Broadcom a…
Credo reported massive revenue and EPS beats, citing hyperscaler demand and expanding customers (including Amazon). The supplier’s efficient AEC cables underscore rising AI/data-center spending, indi…
Astera Labs posted rapid revenue growth, broadened NVIDIA and AMD partnerships, and ramped PCIe Gen6 products with strong Q3 guidance, positioning its connectivity tech to support large-scale AI infr…