Customer ExpansionKey customers are expanding, with AMZN expected to recover and become the largest customer, while META is rapidly increasing its orders.
Market PositionCRDO is seen as well-positioned to benefit from the growing demand in AI Servers, with its technology offering lower customer total cost of ownership.
Technological AdvancementsThe development of Active LED Cable (ALC) offers significant advantages such as 70% lower power consumption and 100 times better reliability compared to traditional laser-driven optics.