06/06/2025, 09:02 AM UTC
Credo:连接超大规模企业的AI基础设施推动快速增长Credo: Wiring The AI Infrastructure Of Hyperscalers Leads To Rapid Growth
1、Credo 2025年第四季度收入同比增长179.7%,全年收入增长126%至4.368亿美元,受AI基础设施需求推动;2、推出Lark DSP和PILOT平台,巩固Credo在AI数据中心的地位,满足超大规模企业的需求;3、对亚马逊的依赖降低(收入占比降至61%),毛利率提升至67.2%,现金储备达4.313亿美元,保障可持续增长。1. Credo's Q4 2025 revenue surged 179.7% YoY, with full-year revenue up 126% to $436.8 million, driven by AI infrastructure demand; 2. Launch of Lark DSP and PILOT platform strengthens Credo's position in AI data centers, catering to hyperscalers' needs; 3. Reduced reliance on Amazon (revenue share down to 61%), improved gross margins (67.2%), and strong cash reserves ($431.3M) ensure sustainable growth.---
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