Meet the Super Semiconductor Stock Crushing Nvidia in 2026
Credo and Corning illustrate how the next wave of AI winners will come from companies that make chips and those that build high-speed connectivity and fiber infrastructure.
Credo Technology (NASDAQ: CRDO) has outperformed Nvidia (NASDAQ: NVDA) this year, marking a significant shift in the semiconductor market. While Nvidia has only seen a 20% increase, Credo has surged by an impressive 80%. The company specializes in high-speed connectivity for data centers, focusing on the links that connect and manage the flow of data between AI accelerators and across vast arrays of GPUs.
Credo offers a range of products, including active electrical cables, serializer-deserializer chips, and IP blocks. These components facilitate the movement of data at incredible speeds, up to 800G and 1.6T connections, within the data center's rack using cheaper copper connections instead of costly fiber. This innovation addresses a critical challenge as AI clusters expand rapidly, from hundreds to tens of thousands of accelerators. The network's efficiency becomes as crucial as the chip's performance.
Credo's solutions not only reduce power consumption and simplify cabling but also significantly lower costs at the physical layer. This enables cloud providers to scale their AI infrastructure without the prohibitive expenses typically associated with such growth. In essence, Credo is wiring the AI build-out, making data movement as seamless as the processing power supplied by Nvidia's GPUs.
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