Group 1 - Credo, a leader in the AEC (Active Electrical Cable) sector, reported Q2 2026 revenue of $268 million, a year-over-year increase of 272% and a quarter-over-quarter increase of 20%, exceeding market expectations with prior guidance of $230 million to $240 million [1] - Following the earnings report, Credo's stock price surged over 24% at the opening [1] - For the next fiscal quarter, Credo anticipates revenue between $335 million and $345 million, representing a quarter-over-quarter growth of 25% to 29% [1] Group 2 - The growth in revenue is attributed to the ongoing expansion of AI training and inference clusters, which is driving growth in both the AEC and IC businesses [1] - Research indicates that the potential market for AEC could reach 8.8875 million units by 2025, corresponding to 44,000 km of copper cable [1] - Google is expected to ship 1.5 million AI chips by 2025, and if 3DTorus partially utilizes AEC, the demand for AEC could reach 3.375 million units based on an AEC:GPU ratio of 2.25:1 [1] Group 3 - The transmission distance between the GB200 cabinet Compute Tray and Switch Tray is approximately 0.5 to 1 meter, with NVIDIA utilizing a backplane module combined with high-density backplane connectors for interconnection, which is more feasible than PCB and less costly than optical modules [1] - Zhaolong Interconnect has successfully developed high-speed cable components with a transmission rate of 800 Gbps, currently in the small batch sampling stage [1] Group 4 - Wolong Materials' subsidiary, Letin Intelligent, focuses on key products such as high-speed communication cables and industrial robot cables, primarily targeting the core market of high-speed communication equipment [2]