$CRDO just introduced its 1.6T ZeroFlap Active Light Cable, expected to ship in 2027. The specs: • Up to 50m reach • 30% less power than comparable AECs • 10x lighter • Target reliability of 100M hours MTBF Credo is taking what made its copper cables successful and extending it into optics, opening up a much larger market. My take: I'm bullish on the direction, these are targets and not proven results. No customer wins(yet). Let's see if hyperscalers adopt this.
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