Core Viewpoint - Credo Technology (CRDO) is transitioning from a component vendor to a reliability architect for AI clusters, emphasizing its Active Electrical Cable (AEC) which offers up to 1,000 times better reliability and significantly lower power consumption [1]. Group 1: Company Strategy - The company's shift in focus aims to enhance its role in the AI cluster market, positioning itself as a key player in reliability architecture [1]. - The AEC product is a cornerstone of this strategy, providing substantial improvements in reliability and efficiency, which are critical for AI applications [1]. Group 2: Investment Potential - The investment thesis for CRDO is based on its potential to capitalize on the growing demand for reliable AI infrastructure, suggesting a favorable outlook for long-term growth [1].