Credo Bets Big on AEC Business: Will It Deliver Sustainable Growth?

Key Takeaways CRDO's ZeroFlap AECs offer 100x reliability over laser optical tech and better signal integrity than DACs. Hyperscalers are showing increased interest, boosting confidence in AECs' long-term potential. CRDO expects FY26 revenues to top $800M, marking more than 85% year-over-year growth.Credo Technology Group Holding Ltd (CRDO) is placing a strategic bet on its Active Electrical Cable (“AEC”) product line. AEC business delivered double-digit sequential growth in the fiscal fourth quarter of 2 ...