The ALC play by Credo is really interesting since it opens up a completely new market segment for the 30m range using MicroLED instead of traditional optical modules. The bit about BizLink acquiring New Fusheng for fiber optic assembly makes perfect sense because that precision polishing capability is super specialized. On the AWS Trainium 4 side, Nvidia basically locked in the XPU scale-up market with NVSwitch which squeezes out Broadcom and other third-party switch vendors pretty hard.
The ALC play by Credo is really interesting since it opens up a completely new market segment for the 30m range using MicroLED instead of traditional optical modules. The bit about BizLink acquiring New Fusheng for fiber optic assembly makes perfect sense because that precision polishing capability is super specialized. On the AWS Trainium 4 side, Nvidia basically locked in the XPU scale-up market with NVSwitch which squeezes out Broadcom and other third-party switch vendors pretty hard.
Thanks!