Credo Technology Group Holding Ltd announced a partnership with TensorWave, an all‑AMD AI cloud provider, to deploy Credo’s ZeroFlap (ZF) Active Electrical Cables (AECs) and optics in TensorWave’s next‑generation AI cluster infrastructure. The collaboration will enable TensorWave to deliver faster time‑to‑first‑token, higher cluster utilization, and production‑grade reliability at scale, leveraging Credo’s ZeroFlap AECs and optics to reduce deployment friction and maintain high availability for AI labs and enterprise customers.
Credo’s ZeroFlap products are engineered for extreme reliability, boasting a mean time between failures of 100 million hours and supporting connectivity speeds up to 1.6 terabits per second. By integrating these cables and optics, TensorWave can achieve the low‑latency, high‑bandwidth interconnects required for large‑scale AI workloads, while also reducing the operational overhead associated with link flaps and maintenance downtime.
Credo’s recent financial results underscore the strategic value of the partnership. In Q4 FY2025, the company reported revenue of $170 million, a 179.7% year‑over‑year increase, and a non‑GAAP gross margin of 67.4%. For the full fiscal year 2025, revenue surged 126% to $436.8 million, reflecting robust demand for its high‑performance connectivity solutions across data‑center and cloud‑based AI deployments.
The partnership positions Credo as a preferred connectivity vendor for AMD‑exclusive AI infrastructure, expanding its customer base beyond traditional hyperscalers and strengthening its competitive stance against other connectivity providers. Management highlighted the strategic fit: “As AI cluster sizes continue to grow, interconnect reliability becomes a critical limiter—both for time‑to‑revenue and sustained uptime,” said Ameet Suri, VP for AEC Product. Bill Brennan, Credo’s President and CEO, added that the company’s record‑breaking FY2025 results were fueled by surging demand for its innovative, reliable, and energy‑efficient high‑performance connectivity solutions.
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