Opinion: Credo Technology Group unveils 1.6‑terabit ZeroFlap Active Light Cable

In May Credo closed its acquisition of DustPhotonics, an Israeli silicon‑photonic firm, and said the combined optical portfolio should become a “significant growth driver” in fiscal 2027. At the Open Compute Project summit in San Jose this month the company introduced a 1.6‑terabit ZeroFlap Active Light Cable. The cable uses a dense array of tiny light emitters to deliver copper‑level reliability out to 50 meters, draws about 30% less power than a comparable copper AEC and weighs a tenth as much. The product is slated to ship in 2027.

Credo’s revenue is concentrated among a few hyperscalers, making quarterly results volatile. CEO Bill Brennan sold about $2.5 million of stock in September. Investors comfortable with a volatile growth stock might consider a position before the Dec. 2 earnings report, especially if the optical products ramp on schedule.