Credo

At Credo, we believe in building connections, both in our technology and in the communities we call home. Last week, the San Jose Sharks Foundation officially finished the new playground at Arena Green, directly across from SAP Center, made possible through the 2025-26 Goals for Kids program. The build was led by KABOOM!, the national nonprofit working to make sure every kid has a great place to play. We're honored to have rolled up our sleeves alongside them to help bring this playspace to life for the children of San Jose. 🛝 Thank you to the San Jose Sharks, the Sharks Foundation and KaBOOM! for their partnership and their commitment to our community.

Credo’s OmniConnect Weaver has won a Silver award in the Connectivity category of the 2026 Design World LEAP Awards which recognize excellence in design engineering. OmniConnect Weaver is the industry’s first memory fanout gearbox for scalable, high-bandwidth AI inference. By extending memory connectivity beyond the physical limits of the compute substrate, it gives AI accelerators access to far larger memory pools, helping address the memory wall. Thank you to Design World and the independent judging panel of design engineers and academics for the recognition. Congratulations to our talented team of engineers on the innovation behind OmniConnect Weaver! Learn more: eeworldonline.com/design-wor… #WeConnect #LeapAwards #AIInfrastructure #MemoryWall

Our Chief R&D Officer, Dr. Haoli Qian, presented at the 2026 Global Semiconductor Alliance International Summit in Shanghai on the AI inference memory wall. Key takeaways from his talk: 🔹 AI inference throughput is memory-bound, not FLOP-bound, and existing memory architectures are limited by beachfront and substrate space. 🔹 Credo’s OmniConnect Weaver takes a new approach to how memory connects to AI accelerators (xPUs), allowing AI accelerators (xPUs) to access significantly larger and more efficient memory pools without being constrained by traditional on-package or on-substrate limitations.  🔹 As a high-speed memory fanout gearbox, Weaver extends memory reach to deliver far more capacity and bandwidth per xPU at lower cost. 🔹 By boosting memory bandwidth and density, Weaver improves xPU efficiency and delivers the performance that large-scale AI inference demands. Dr. Qian also joined the closing panel on memory, connectivity, and power challenges in AI infrastructure, alongside Hong Hou of Semtech and Wei Wang of SITRI, moderated by Yu Yang of Yole Group. Thank you to the Global Semiconductor Alliance for hosting such great conversations across the ecosystem and for the opportunity to share how we are providing connectivity at scale.

We are excited to share that the Open Compute Project Foundation Community has approved two new specifications for optical transceiver telemetry, developed by the OCP Optics Reliability Workstream that Chris Collins and Stephen Manley established earlier this year. As AI clusters grow to hundreds of thousands of optical links, even brief link flaps can stall training runs. These open specifications give transceivers and hosts a common way to share link-health data, so operators can bring up AI fabrics faster and keep them running longer. Learn more about how Credo and Oracle have advanced optical transceiver telemetry standardization with the OCP Community: investors.credosemi.com/news… Thank you to the OCP Foundation and Community for the support and collaboration! James Kelly Dirk Van Slyke

Six demos, five talks, three OCP workstreams, one shark and #ZeroFlap. Here's our #OCPSummit recap 🦈 🔹The 1.6T ZeroFlap Active Light Cable (ALC) and the micro-emitter optics behind it 🔹 Talks from Bill Brennan, LK (Lakshmikant) Bhupathi, Chris Collins, Rajan Pai, and Vishal Shah on reliability, telemetry, and advancing scale-up and scale-out architectures 🔹 Open Compute Project Foundation workstreams: new Short Reach Micro-emitter Optics announcement and updates to Lightweight Serial Interconnect and Optics Reliability workstreams 🔹 OmniConnect Weaver bringing terabyte-class memory capacity with AMD Versal 🔹 Plus a visit from Sharkie 🦈 Thank you to everyone who stopped by. See you next year at Moscone. Read the full recap 👇 credosemi.com/blogs/ocp-glob… #AIInfrastructure #Optics #DataCenter #WeConnect

At the Photonic-Enabled Cloud Computing Summit (PECC) this week in Sunnyvale, LK Bhupathi shared Credo’s commitment to micro-emitter optics and discussed its benefits for scale-up and scale-out fabrics: 🔗 Closes the gap between copper’s distance limits and traditional optics’ power and reliability challenges 💡 Provides a new layer-zero reliability framework, below the OSI stack, to enable copper-class robustness ⚡ Meets or beats copper in reliability, low power, and low cost 🚀 In summary, going wide with micro-emitters will optimize MTBF, pJ/bit, and Tbps/mm in short-reach (up to 50m) links. 🙏 A big thank you to @Optica and @Advanced Photonics Coalition for having us at the #PECC Summit to discuss the architectural choices shaping next-generation connectivity. It was great to connect with so many people in the ecosystem! 🌐 #WeConnect #MicroEmitters #AIInfrastructure #OpticalInterconnect #DataCenter

When we announced our ZeroFlap Active Light Cables (ALCs) at the OCP Global Summit, our technical experts had a lot of fun demonstrating the new “wide and slow” approach to mid-range connectivity for AI data centers. For those who missed the sold-out summit, we made a new video just for you — animation style! This micro-emitter-based, pluggable solution is the industry’s first row-scale, wide-parallel optical interconnect. Targeting scale-out and front-end connectivity up to 50m, it spreads data across many small, low-power channels — building in redundancy, using far less power, and leaving plenty of headroom to scale for the next decade of AI infrastructure. Watch it now 👇 #MicroEmitters #AIInfrastructure #OpticalInterconnect #DataCenter

🎥 OCP Global Summit is a wrap — and the Credo booth brought the energy all week. From packed presentations to a show booth that barely had room to walk, Credo was one of the busiest exhibitors at the summit this year. Our new booth sizzle reel captures what that looked like in person — the crowds, the demos, the conversations. The most popular demos included: 🔹ZeroFlap Optics — real-time link telemetry and copper-class reliability, live on the show floor 🔹1.6T ZeroFlap Active Light Cables (ALC) — closing the mid-reach gap between copper and traditional optics 🔹ZeroFlap blind-mate optical backplane — our micro-emitter-based demo built with SENKO, bringing 10x the bandwidth of today’s copper backplanes Watch the recap 👇 Thank you to everyone who stopped by, asked questions, and made this one of our best shows yet. See you next year. #AIInfrastructure #OpticalInterconnect #DataCenter #WeConnect #MicroEmitters

Day 2 at OCP Global Summit was a big success! Booth B2 was buzzing all day with great conversations, and both sessions drew packed rooms. Chris Collins broke down how standardized transceiver telemetry can catch problems in optical links before they turn into costly downtime, and LK Bhupathi shared our wide-parallel approach to building scalable, reliable optical interconnects for AI clusters. Thank you to everyone who came out to listen, ask questions, and say hello. Details here: investors.credosemi.com/news… Day 3, Rajan Pai will take the stage to talk Community SONiC and optics telemetry, and we'll be running live demos at Booth B2. Come see our tech in action and chat with our technical experts about the future of AI infrastructure. #OCPSummit26 #OpenCompute #AIInfrastructure #OpticalConnectivity #WeConnect

Puck drop is tonight as Credo’s hometown @SanJoseSharks Jose Sharks🦈 begin the new season at home against the Florida Panthers. Go Sharks!! 🏒 We're excited to share that Credo is teaming up with the Sharks for the 2026-27 NHL season! Keep an eye out for the Credo name popping up around SAP Center. Come to a game and see if you can spot us. 👀 The Credo logo made a cameo on the Shark Tank dasher boards during the preseason — and it wasted no time getting tested, with players crashing into the glass right in front of our name. Not a scratch! 😤 What a welcome to the NHL moment! 💥 Can’t wait to root for the most electrifying young team in the NHL all season long! #WeConnect #Credo #SJSharkie #SharkTank #NHL #hockeylife #RookieSeason #SiliconValley

Straight from Booth #2056 ECOC Exhibition — Rajan Pai walks through our new 1.6T ZeroFlap optical transceivers. ▶️🚀 The first transceivers to combine our optical DSP and Kfir200 silicon photonics PIC in a single device, they feature advanced telemetry to identify weak optical links and address them before they become network-impacting problems. Want to go deeper? Catch Rajan live at the show: 🎙️ Wednesday, Sept 23 | 2:40 PM | Market Focus Theatre "Scaling Optical Reliability with Bandwidth Across AI Clusters" See you there! 👋 #WeConnect #ZeroFlap #OpticalConnectivity #SiliconPhotonics #AIInfrastructure #DataCenter

🚀 We're heading to ECOC Exhibition 2026 — join us in Malaga! 📅 Sept 20–24, 2026 📍 FYCMA, Malaga, Spain 🧭 Booth #2056 (Sept 21-23) Don't miss our technical experts on stage: 🎙️Mohsen Asad Sept 20 | 4:00 PM | PV-R Multipurpose Room "Can fast narrow channels keep rising without limit, or will slow and wide become the winner?" 🎙️Rajan Pai Sept 23 | 2:40 PM | Market Focus Theatre "Scaling Optical Reliability with Bandwidth Across AI Clusters" Visit Booth #2056 Sept 21-23 to see these live demos: ⚡1.6T 2xDR4 Fully Retimed Module — powered by Credo Cardinal 802 1.6T DSP and Kfir 200G Silicon Photonics PIC 🔌800G / 1.6T #ZeroFlap Optics 📊Credo PILOT — Real-time link health monitoring and root-cause diagnostics #ECOC2026 #OpticalConnectivity #SiliconPhotonics #AIInfrastructure To learn more, visit here: investors.credosemi.com/news…

The announcement of our 1.6T ZeroFlap Optical Transceivers has drawn a crowd to the Credo booth during the first two days of AI Infra Summit. We had a lot of great conversations about what it takes to keep massive AI fabrics reliable at 1.6T speeds. If you missed it (or want to see it again), there is one more day of AI Infra left. The 1.6T ZeroFlap Optics will be live and running at Booth #810 all day. Come see the tech that's built to predict failures and accelerate time to first token. Our team will be on hand to walk you through the demo and answer questions. See you at Booth #810! #AiInfraSummit #ZeroFlap #OpticalTransceivers #NetwrokReliability #DataCenterNetworking

Another great show in the books! Thank you to everyone who visited Credo during #CIOE2026 in Shenzhen. Thank you to the CIOE team for hosting a fantastic event. Over three days, we engaged with customers and partners from across the AI infrastructure ecosystem, showcasing how our latest interconnect solutions are helping scale the networks powering AI. Booth highlights included a live, system-level demo of our Scale-Out AI Fabric, featuring customer modules built on our Robin and Lark 800G optical DSPs, alongside our 1.6T and 800G optical modules powered by our Cardinal 802 and Robin 802 DSPs, paired with our Kfir and Carmel8 Silicon Photonics PICs. If you didn't get a chance to connect, reach out — we'd love to continue the conversation credosemi.com/contact-us/. #WeConnect #CIOEShenzhen #OpticalDSP #SiliconPhotonics #ScaleOutAI #NetworkInfrastructure

What sets Credo's silicon photonics apart? In this video, Ronnen Lovinger, our VP of Silicon Photonics, breaks down the key IP behind our technology — from our high-speed modulator, built to perform from 400G all the way to 1.6T and beyond, to our low-loss laser and fiber coupling, which lets us use fewer lasers and less power without sacrificing performance. If you're in Shenzhen for the last day of CIOE, stop by Booth #13A25 to see it in action. #WeConnect #SiliconPhotonics #Credo #CIOE2026 #OpticalConnectivity #AIInfrastructure