Credo saw strong adoption of AECs in its fiscal 2026 first quarter, which ended Aug. 2. Management expects "significant year-over-year growth" in sales of active electrical cables, noting that the total addressable market (TAM) for AECs could be expanding. Thanks to advances in liquid cooling and power delivery, data center operators are packing more graphics processing units (GPUs) into server racks, and they're cramming more racks together in clusters to build AI supercomputers. That means data centers ne ...

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