Credo Technology (CRDO)
High-speed connectivity ICs and active electrical cables for hyperscale AI back-end networking. DustPhotonics acquisition extends platform into silicon photonics.
- Ticker: CRDO
- Sector: networking (interconnect)
- DC exposure tier: high
Credo Technology (CRDO) is a high-exposure name in the data-center supply chain in the networking sector. Data Center Index tracks Credo Technology's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Active electrical cables and SerDes IP for AI clusters — DC is essentially the entire customer base; named hyperscaler design wins drive guidance.
Tracked Credo Technology data center projects
- Project Rainier — 2.2 GW, New Carlisle, IN · operational
- Anthropic-Amazon New Carlisle — 1.2 GW, New Carlisle, IN · operational
- Azure Northern Virginia — 1.0 GW, Northern Virginia, VA · operational
- Amazon Madison Mega Site — 819 MW, Amazon Data Services Inc, MS · operational
- Google New Albany — 543 MW, New Albany, OH · operational