Should Credo’s Projected US$600 Million AI Optics Ramp Reshape CRDO’s Core Investment Thesis?
In recent days, Credo Technology Group Holding has highlighted a sharp ramp in its optical networking business, with management projecting more than 80% revenue growth in fiscal 2027, including over US$600.00 million from products such as ZeroFlap optics, silicon photonics, photonic integrated circuits, and …