wpr101
March 17, 2026, 1:19pm
1
There are three separate press releases for Credo on different optical products the company is releasing. Each product has specific competitive advantages mentioned.
The company seems to be pushing an incredible pace of innovation for both copper and optical products. I like they have solutions for both cooper and optical, and a previous investor conference detailed how they sell both cooper and optical solutions to Oracle depending on the scenario.
Robin 800G Optical DSP
800G ZeroFlap Optical Transceivers
Cardinal: A Low‑Power 1.6T Optical DSP for massive scale AI fabrics
https://investors.credosemi.com/news-events/news/news-details/2026/Credo-Introduces-Robin-800G-Optical-DSP-Family-Tailored-for-Next-Wave-of-AI-Applications/default.aspx
Built on Credo’s advanced sixth-generation DSP architecture, the Robin 800G and 400G devices deliver enhanced signal integrity, reduced power consumption, and flexible deployment options, enabling hyperscale operators and system vendors to accelerate AI infrastructure deployments.
“The Robin family of optical DSPs introduces a truly differentiated solution to the massive 800G market,” said Chris Collins, AVP of Sales & Optical Product Marketing at Credo. “By substantially reducing the footprint, integrating low‑power laser drivers, and easing supply‑chain constraints, our customers simplify PCB design, improve yields, and enhance margins. Robin embodies our commitment to innovation and to delivering cutting‑edge technology that accelerates our customers’ success.”
“Our latest forecast highlights that 800G and 400G transceivers will be the majority of AI transceiver shipments in 2026-2027 at over 120M units combined,” said Bob Wheeler, Analyst-at-Large at LightCounting. “Credo’s Robin family is well positioned to capitalize on this tremendous market demand with DSPs that address supply and cost concerns while meeting the bandwidth and power requirements of next-generation AI infrastructure.”
https://investors.credosemi.com/news-events/news/news-details/2026/Credo-Launches-800G-ZeroFlap-Optical-Transceivers-Engineered-for-AI-Networks/default.aspx
Revolutionary 800G 2 x DR4 ZeroFlap (ZF) transceiver products. Credo’s ZF optical transceivers address persistent connectivity issues—most notably link flaps—that undermine AI cluster performance and deployment efficiency. With enhanced stability and rapid fault detection, ZF transceivers accelerate time to first token and unlock higher productivity, providing measurable operational value for AI infrastructure.
https://investors.credosemi.com/news-events/news/news-details/2026/Credo-Introduces-Cardinal-A-LowPower-1-6T-Optical-DSP-Family-Engineered-for-MassiveScale-AI-Fabrics/default.aspx
Cardinal, a groundbreaking family of 3nm low‑power, highly integrated 224G/lane optical DSPs designed specifically to meet the explosive bandwidth, latency, and reliability demands of modern AI compute fabrics.
“AI fabrics have shifted the center of gravity for optical design, and Cardinal was developed from day one with those unique requirements in mind,” said Chris Collins, AVP of Sales & Optical Product Marketing at Credo. “By combining a proven low‑power architecture, superior latency with the flexibility to support both retimed 1.6T optics, and ultra‑efficient linear‑receive implementations, Cardinal gives our customers the exact tools they need to scale their AI infrastructure.”
“Credo’s LRO solution in the Cardinal family will be a critical enabler for our teams to deliver ultra-low power optical solutions designed for rack-scale AI infrastructure,” said Jason Wildt, VP/GM, Photonics at Jabil, a global engineering, supply chain, and manufacturing solutions provider. “The power savings and associated thermal benefits are exactly what is needed for high‑density GPU clusters. Cardinal’s LRO option will provide our customers a solution that allows them to pack more performance into their power footprint.”
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