异动解读 | Credo人工智能芯片业绩大超预期,第三季度收入扶摇直上67%

异动解读12-09

CREDO TECHNOLOGY GROUP HOLDING LTD公司12月8日夜盘大涨超5%,引发市场关注。公司最新财报显示,其第二财季收入同比大涨64%,高达7200万美元,远超分析师预期。

公司为数据中心提供高速连接解决方案,其主打产品AEC(主动电子线缆)广泛应用于人工智能集群和高性能计算等领域。业内人士认为,受益于人工智能数据中心投资浪潮,Credo的AEC产品需求强劲,公司业绩优异。

Credo公布,其第三季度指引超预期,收入预计在1.15亿至1.25亿美元之间,环比大涨67%,折射其在人工智能/高性能计算领域的强劲需求。Credo预计2026财年收入同比有望增长50%以上,凸显公司在人工智能基础设施领域的巨大潜力。

在该公司电话会议中,总裁兼首席执行官Bill Brennan表示,Credo已经迎来收入增长的拐点,人工智能部署和客户关系深化推动公司需求超预期。其主要客户包括微软,亚马逊,特斯拉等超大规模云服务商。

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