Side-by-side comparison of AI visibility scores, market position, and capabilities
Credo Technology (CRDO) reported $267M revenue in FY2025, up 125% YoY. Fast-growing high-speed interconnect chips for AI data centers. HiWire AEC technology. HQ: San Jose, CA.
Credo Technology Group Holding Ltd. is a fast-growing semiconductor company specializing in high-speed data connectivity solutions for AI data centers, headquartered in San Jose, California. Founded in 2008, Credo develops SerDes IP, active electrical cable (AEC) chips, and line card interface chips that enable the ultra-high-bandwidth connectivity required between GPUs, switches, and servers in AI training clusters. The company reported revenues of $267M for fiscal year 2025 (ending April 2025), up an extraordinary 125% year-over-year.
Super Micro Computer (SMCI) reported $14.9B revenue in FY2024 (ended Jun), up 110% YoY. AI server revenue surging. Market cap ~$30B. 7,200+ employees. San Jose, CA. Liquid-cooled GPU server racks for AI training.
Super Micro Computer (Supermicro) is a leading provider of high-performance server and storage solutions optimized for AI workloads. The company designs and manufactures complete server systems, including GPU-dense configurations for AI training and inference with NVIDIA H100/H200 GPUs.
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