Workflow
CRDO Deepens Ties With Hyperscalers: Key to Next Growth Phase?

Key Takeaways Credo posted 274% revenue growth in Q1 FY26, fueled by rising hyperscaler demand for AI data centers.Three hyperscalers each made up over 10% of revenue, with more expected to cross the threshold in FY26.Credo sees all hyperscalers adopting AECs for higher reliability, lower power use and reduced system costs.Hyperscaler partnerships are key to Credo Technology Group Holding Ltd.’s ((CRDO) rapid growth, enabling market share expansion through scale, diversification and adoption of active elect ...