BNP Paribas Backs Credo Technologies as AI Buildout Lifts Copper, Optical Interconnects
Updated
Updated · Seeking Alpha · Jun 22
BNP Paribas Backs Credo Technologies as AI Buildout Lifts Copper, Optical Interconnects
1 articles · Updated · Seeking Alpha · Jun 22
Summary
Credo Technologies is likely to remain a key beneficiary of the AI infrastructure buildout, BNP Paribas said in its latest assessment.
Hyperscalers are driving that view by adopting newer copper and optical interconnect technologies, two areas where Credo is positioned to benefit.
The call centers on network connectivity demand inside large-scale AI data-center deployments, extending investor focus beyond chips to the links between them.