What Credo Technology Group does

Credo Technology Group Holding Ltd (NASDAQ:CRDO) is a fabless semiconductor company that designs and sells high-speed connectivity solutions for AI data center infrastructure. Its portfolio spans Active Electrical Cables (AECs), optical DSPs, retimers, SerDes chiplets/IP, and silicon photonics, addressing the bandwidth, latency, and reliability bottlenecks that emerge when AI clusters scale to 800G, 1.6T, and 3.2T interconnect speeds. Core products include the Cardinal 1.6T Optical DSP (3nm, sub-40ns latency), the Robin 800G/400G Optical DSP family, the ZeroFlap 800G optical transceivers and AECs, the Blue Heron 224G AI scale-up retimer, the Toucan PCIe 6.0 retimer, and the OmniConnect multi-protocol platform. The company's technology is built on proprietary SerDes architectures (up to 224G per lane), DSP signal-integrity IP, and, following the announced DustPhotonics acquisition, vertically integrated silicon photonics.

The company sells directly to hyperscale cloud providers (Amazon, Microsoft, Meta) and AI infrastructure operators through enterprise field sales, with AECs historically representing the dominant revenue stream and optical DSPs/transceivers a fast-growing second leg. Pricing is negotiated through multi-year direct enterprise engagements; no public list pricing exists. Revenue mechanics are pure hardware sales of semiconductors and connectivity modules, with Q3 FY2026 revenue of $407 million (up 201.5% year-over-year), gross margins of ~68%, and Q4 FY2026 guidance of $425–435 million. Management guides FY2027 revenue growth of 80%+ (implying >$2.4B) and combined optical revenue exceeding $500M in FY2027, with the long-term TAM projected at multi-billion dollars as scale-up networking, AEC, and optical interconnect markets expand through the decade.

Name

Credo Technology Group

Legal name

Credo Technology Group, LLC

Website

https://credocomputers.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Credo Technology Group Holding Ltd is a fabless semiconductor company that designs high-speed connectivity chips and cables—AECs, optical DSPs, retimers, and SerDes IP—for hyperscale AI data center infrastructure, serving Amazon, Microsoft, Meta, and emerging AI cloud operators.

Ownership category

akta.pro rank

Headquarters

HQ city

Sparks

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Active Electrical Cables (AECs): High-speed connectivity cables for AI server rack connections where traditional copper cables fail and optical fibers are prohibitively expensive. AEC products account for over 95% of prior quarter product sales growth. Core revenue driver representing majority of company revenue.
2. Optical Products: Optical DSPs, transceivers, and silicon photonics solutions for AI data center networks including Cardinal 1.6T, Robin 800G/400G, and ZeroFlap optics. Expected to exceed $600 million in revenue for FY27.
3. Integrated Circuits: SerDes chiplets, retimers, and DSP chips for high-speed connectivity applications. Includes PCIe retimers (Toucan, Blue Heron) and optical DSPs sold to hyperscalers and OEM customers.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Credo Technology Group provides residential and small-business computer repair, on-demand IT support, and managed PC services (Credo Tech Connect) to customers in the Reno/Sparks, Nevada area. The firm also designs, builds, hosts, and markets websites (including SEO, branding, and SEM), and resells third-party software such as antivirus (Avira), anti-malware (Malwarebytes), and cloud backup (Carbonite) as well as Google Apps for Work deployments.

Product overview

Credo Technology Group Holding Ltd is a fabless semiconductor company that designs and sells high-speed connectivity chips and solutions for AI data center infrastructure. Its product portfolio centers on Active Electrical Cables (AECs) — copper-based short-reach interconnects at 800G and 1.6T that fill a critical gap between passive copper cables and optical fibers in AI server racks — and is being expanded into optical connectivity through the acquisition of DustPhotonics. The current lineup includes: the ZeroFlap Optical Transceivers (800G 2x DR4) for AI cluster link stability; the Cardinal 1.6T Optical DSP (3nm, sub-40ns latency) and Robin 800G/400G Optical DSP families for AI-driven data center networks; the Blue Heron 224G AI Scale-Up Retimer (industry's first multiprotocol retimer supporting UALink, ESUN, and Ethernet at 224G) and Toucan PCIe 6.0 Retimer for AI/HPC compute environments; and SerDes chiplets, Weaver memory gearbox, Active Linear Cables, and OmniConnect as additional connectivity solutions. The strategic pivot toward vertical integration — combining SerDes, DSP, silicon photonics (via DustPhotonics), and system-level connectivity — positions the company to offer end-to-end optical and electrical interconnects spanning 400G through 3.2T for hyperscaler AI buildouts.

Differentiator

Problem solved

Functional benefit

Products and services

• PC Repair & IT Services On-demand computer repair, preventative maintenance, and general IT support for residential customers and small businesses in the Reno/Sparks, Nevada area, including virus/malware remediation, hardware/software troubleshooting, and network support.
• Credo Tech Connect (Managed PC Service) Subscription-based managed PC service for residential and small-office customers, offered in tiered packages (Basic, Monitoring + AV, and Tune & Protect) covering remote monitoring, antivirus, tune-ups, and protection services delivered through the ctgreno.cloud support portal.
• Web Design, Consulting, and Development End-to-end website design, development, hosting, SEO, SEM, logo and branding services for small businesses, delivered as project-based engagements with an emphasis on search-engine-friendly builds.
• Resold Software Solutions (Avira, Malwarebytes, Carbonite, Google Apps for Work) Authorized reseller of antivirus (Avira), anti-malware (Malwarebytes), online cloud backup (Carbonite), and Google Apps for Work / Google Workspace email and productivity solutions, sold alongside the firm's services to business and residential customers.

Quantifiable outcome

• 201.5% year-over-year revenue growth in Q3 FY2026
• +4 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• DustPhotonics LtdcoreStrategic or Co-development Partner · 13 April 2026Credo agreed to acquire DustPhotonics for $750 million in cash plus approximately 0.92 million shares with up to 3.21 million contingent shares tied to financial milestones. DustPhotonics brings Silicon Photonics PIC technology spanning 400G, 800G, and 1.6T optical transceivers with roadmap to 3.2T. Founded in 2017, headquartered in Modiin, Israel with approximately 70 employees.
• JabilsupportingOEM/ Whitelabel/ Licensing Partner · 17 March 2026Jabil, a global engineering and manufacturing solutions provider, began sampling Credo's Cardinal 1.6T optical DSPs and endorsed the solution as critical for enabling ultra-low power optical solutions for rack-scale AI infrastructure.
• TensorWavecoreStrategic or Co-development Partner · 25 February 2026TensorWave, the AMD-exclusive AI cloud provider, partnered with Credo to deploy ZeroFlap Active Electrical Cables and Optics across TensorWave's next-generation AI cluster infrastructure. The collaboration aims to accelerate time to first token, improve cluster utilization, and deliver production-grade reliability at scale. TensorWave has raised over $166 million in funding.
• CoMira SolutionssupportingTechnology or Integration · 24 February 2026Credo acquired CoMira Solutions, a high-speed connectivity IP developer adding link layer, error correction, and security semiconductor IP to Credo's product portfolio for AI infrastructure applications. CoMira's team of designers and engineers joined Credo as part of the deal.

Scale indicators8 records

Expansion highlights5 records

Direct peers

• CMIT Solutions: National franchised provider of managed IT services, computer repair, and cybersecurity for small and mid-sized businesses. Closely mirrors Credo's bundled IT + SMB support model, but at franchise scale.
• NerdsToGo: Franchised computer repair and IT services brand serving residential and small business customers in local markets. Comparable on service mix (PC repair, IT support) and franchise-driven local presence model.
• Computer Troubleshooters: Global franchise network delivering on-site computer repair, IT support, and managed services to small businesses. Directly comparable on service menu and SMB-focused local deployment model.
• Fast-teks Onsite Computer Services: National on-site computer repair and IT services franchise for homes and small businesses. Mirrors Credo's residential + SMB repair offering with a field-technician model.
• CompassMSP: Managed IT services provider serving SMBs across multiple U.S. regions with co-managed and fully managed IT. Comparable on the managed-IT side of Credo's offering and a likely roll-up acquirer profile.
• Atomic Data: Managed IT services and cybersecurity firm serving SMB and mid-market clients. Comparable business model and customer profile to Credo's managed-services tier.

Broad incumbents

• Geek Squad (Best Buy): National in-store and in-home computer repair, setup, and tech-support service operated by Best Buy. Overlaps Credo on consumer and SMB PC repair and IT support but at vastly larger scale and brand recognition.
• GoDaddy: Large incumbent offering domain, hosting, website builder, and small-business marketing services. Overlaps directly with Credo's web design/hosting line but competes primarily through self-service tools rather than bespoke services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/CredoTechnologyGroupLLC

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Credo Technology Group