Key Points Credo makes the high-speed connectivity chips and cables that move data between servers inside AI data centers, and revenue more than tripled in fiscal 2026. Nvidia's data center business brought in $89 billion in its latest quarter alone, and management guided the next quarter to $108 billion, excluding any China compute sales. Both companies depend on a small group of customers, but Nvidia's scale, margins, and lower valuation make it the stronger buy today. 10 stocks we like better than Credo Technology Group › The artificial intelligence boom has transformed the semiconductor landscape.
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