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SNXX3.2T! Over 9 billion yuan! Credo Acquires Leading Photonic Chip Company Dust Photonics
April 13, 2026, CRDO, an innovative company providing secure, high-speed connectivity solutions for next-generation AI-driven applications, cloud computing, and hyperscale networks, today announced it has entered into a definitive agreement to acquire DustPhotonics—a leading developer of silicon photonics photonic integrated circuit (SiPho PIC) technology for optical transceivers. This acquisition will give Credo a vertically integrated connectivity stack covering SerDes, digital signal processing (DSP), silicon photonics, and system integration for scale-out and scale-up networks—thereby addressing the electrical and optical interconnect needs across the entire AI infrastructure build. Strategic rationale: Acquiring DustPhotonics will directly accelerate Credo's optical interconnect roadmap and significantly expand its served addressable market in the global optical industry. DustPhotonics has developed a differentiated SiPho PIC portfolio covering 400G, 800G, and 1.6T, with a roadmap extending to 3.2T, enabling the integration of key optical functions onto a single chip, reducing component complexity, improving manufacturing yield, and achieving significant scale cost reductions at port speeds beyond 800G. These factors collectively enhance the reliability of AI clusters, a key factor for data center operators. These SiPho PICs are already deployed in transceivers for leading hyperscale AI clusters and are being designed into leading near-port optics (NPO) and co-packaged optics (CPO) applications. According to estimates by LightCounting and Credo, the SiPho PIC market is projected to grow to $6 billion by 2030. Crucially, SiPho PIC technology is a foundational component of Credo's ZeroFlap (ZF) optical transceiver platform…
40 points in two days？？？？？Let me see🌝
The fundamentals of this company
$Credo Tech(CRDO.US)
$Tradr 2X Long CRDO Daily ETF(CRDU.US)
$Tradr 2X Long CRDO Daily ETF(CRDU.US)
$Defiance Daily Target 2X Long AVGO ETF(AVGX.US)
$GraniteShares 2x Long VRT Daily ETF(VRTL.US)
Anthropic recently signed a 3.5GW computing power agreement (equivalent to the output of two or three nuclear reactors), with its annualized revenue soaring from $10 billion at the beginning of 2025 to $300 billion. This reveals that the AI industry is shifting from a light-asset to a heavy-asset model: leading companies are collectively seizing underlying facilities such as energy, chips, and data centers. The perceived "AI getting dumber" by ordinary users is essentially a resource tilt caused by prioritizing computing power for enterprise customers. In the future, evaluating AI companies will require focusing on infrastructure metrics like GW-level computing power deployment and power supply agreements, rather than just looking at model benchmark scores.
✅ Anthropic's annualized revenue exceeds $300 billion
• Official announcement on April 6: ARR > $300 billion ($90 billion at the end of 2025 → $300 billion now)
Enterprise customers paying over $1 million annually: increased from 500 → 1000, doubling in 2 months
Sources: Anthropic official announcement, Reuters, Sina Finance, etc., all confirmed
✅ The 3.5GW TPU computing power agreement is real
Broadcom submitted an SEC 8-K filing on April 6, in black and white:
Starting in 2027, Anthropic will obtain approximately 3.5GW of next-generation TPU computing power, with the agreement lasting until 2031.
Broadcom's CEO confirmed in the earnings call: about 1GW in 2026 → over 3GW in 2027 → ultimately locked at 3.5GW
✅ That key risk warning in the SEC filing is completely true
Original text: Depends on Anthropic's continued commercial success, still negotiating operational/financial partners.
This is mandatory regulatory disclosure, not a promotional article; it's a legal document, proving the seriousness of the deal but not unconditional implementation.
✅ AI getting dumber, throttling, computing power prioritized for large enterprise customers
Logic is completely correct: computing power scarcity → high-priced B2B priority → free/low-cost users get dumbed down, queued.
Common industry practice, not a conspiracy theory, but a business reality.
✅ AI becoming a heavy-asset infrastructure race, direction is completely correct
OpenAI's $500 billion Stargate, xAI's 200,000 GPUs, Google/Meta's hundred-billion-level capital expenditures.
Conclusion: AI = Computing Power + Electricity + Cooling + Land + Financing
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