Sean O'Loughlin's questions to Credo Technology Group Holding Ltd (CRDO) leadership • Q3 2025
Question
Sean O'Loughlin asked about the AEC opportunity in front-end networking and any product differences versus back-end solutions. He also sought clarification on whether a previously mentioned 'emerging hyperscaler' is now one of the three customers in volume production.
Answer
CEO William Brennan explained that front-end networks exist for both general compute and AI clusters, but AI is driving faster lane speeds (100-gig and 200-gig). He confirmed Credo's largest customer uses its AECs for both front-end and back-end connections. Brennan also clarified that the previously mentioned 'emerging' hyperscaler is now classified as a full hyperscaler due to its spending and is one of the three customers in volume production.