Credo and Oracle Secure OCP Approval for New Optical Transceiver Telemetry Specifications
The Open Compute Project (OCP) has approved two new contributions led by Credo and Oracle to enhance telemetry capabilities in optical transceivers.
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William Blair analyst Sebastien Naji identified a compelling risk/reward profile for Credo Technology Group Holding Ltd, citing the company's role in providing high-speed connectivity components for AI data centers.
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The Open Compute Project (OCP) has approved two new contributions led by Credo and Oracle to enhance telemetry capabilities in optical transceivers.
The article compares two AI hardware stocks: Credo Technology, a high-speed connectivity supplier growing at 165% revenue with a premium 21x forward P/E valuation, and Sandisk, a data storage provider with 272% revenue growth trading at a lower 5.1x forward P/E. Despite Credo's faster growth, the author recommends Sandisk for 2027 due to its superior valuation, tight memory supply dynamics, and higher upside potential, though both face risks from market cyclicality and competition.
Intel and 10 other chip stocks, from Cerebras to Marvell, have lost more than 20% in October, yet 10 of the 11 remain up for 2026. SOXX is down 16.5%.
Credo Technology Group Holding Ltd. director and CTO Chi Fung Cheng sold 27,500 shares of company stock on October 27, 2026.
ams OSRAM has joined the Open Compute Project (OCP) standardization workstream for short-reach micro-emitter optics, which is led by Credo.
Credo Technology Group Holding Ltd CEO William Joseph Brennan sold 16,666 shares of company stock, according to a recent SEC filing.