Company Announcements

Collaboration Enables Faster Time to First Token and Higher Cluster Utilization

SAN JOSE, Calif.--(BUSINESS WIRE)--Feb. 25, 2026-- Credo Technology Group Holding Ltd (Credo) (NASDAQ: CRDO), an innovator in providing connectivity at scale through fast, reliable, and energy-efficient system solutions, today announced a collaboration with TensorWave, the AMD-exclusive AI cloud provider, to deploy Credo’s ZeroFlap (ZF) family of Active Electrical Cables (AECs) and Optics across TensorWave’s next-generation AI cluster infrastructure. The collaboration supports TensorWave’s mission to deliver faster time to first token, higher cluster utilization, and production-grade reliability at scale.

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Credo is collaborating with TensorWave, the AMD-exclusive AI cloud provider, to deploy Credo’s ZeroFlap (ZF) family of Active Electrical Cables (AECs) and Optics across TensorWave’s next-generation AI cluster infrastructure. The collaboration supports TensorWave’s mission to deliver faster time to first token, higher cluster utilization, and production-grade reliability at scale.

Key Points:

• TensorWave will deploy Credo’s ZeroFlap AECs and Optics for future AI cluster builds.
• This enables TensorWave to move from physical deployment to first token more quickly and deliver higher network uptime and more tokens per hour across customer workloads.
• Credo’s ZF AECs and Optics provide best-in-class reliability that is up to 1,000 times better than legacy interconnect solutions and integrate with Credo’s PILOT telemetry management system.

Delivering on the ZeroFlap Promise

• Proven at scale: Credo has deployed millions of ZeroFlap AECs in large‑scale, scale‑out AI networks, delivering industry‑leading reliability of 100 million hours MTBF with no link‑flap events induced by soft errors.
• ZeroFlap Optics innovation: Credo’s ZeroFlap optical transceivers combine hardened optical designs and advanced telemetry with in‑band messaging, enabling remote management of bare‑metal infrastructure.
• Deep, real‑time telemetry integrated with Credo’s PILOT platform enables proactive monitoring, faster fault isolation, and the highest reliability optical interconnect solutions available today.

As an all-AMD AI cloud, TensorWave is focused on building high-performance infrastructure optimized for large-scale training and inference workloads. By integrating Credo’s ZeroFlap AECs and Optics into its network architecture, TensorWave strengthens its ability to deliver reliable, high-availability clusters to AI labs and enterprise customers.

“As AI cluster sizes continue to grow, interconnect reliability becomes a critical limiter—both for time‑to‑revenue and sustained uptime,” said Ameet Suri, VP for AEC Product, Credo. “Credo’s ZeroFlap AECs and Optics enable innovative infrastructure providers like TensorWave to architect and scale hardened networks faster, while delivering consistently high availability to their customers.”

“At TensorWave, we are building large-scale, AMD-exclusive AI infrastructure designed for production from day one,” said Darrick Horton, Founder and CEO of TensorWave. “As cluster sizes grow, network reliability becomes just as critical as GPU performance. Credo’s ZeroFlap AECs and Optics help us reduce deployment friction, accelerate time to first token, and maintain high cluster utilization, ensuring our customers can train and deploy models with confidence at scale.”

To learn more about the Credo products in this release, visit Credo’s ZeroFlap AECs and ZeroFlap optical transceivers product pages.

About Credo

Credo’s mission is to transform connectivity at scale through fast, reliable, and energy-efficient system solutions. Our high-speed copper and optical interconnect products deliver industry-leading power and performance at up to 1.6T to meet the ever-expanding data infrastructure demands of AI.

Our product portfolio includes ZeroFlap (ZF) Active Electrical Cables (AECs) and ZF optical transceivers, OmniConnect memory solutions, and a suite of retimers and DSPs for optical and copper Ethernet and PCIe, all leveraging the PILOT diagnostic and analytics software platform. Credo innovations enable our customers to connect the systems that connect the world.

For more information, please visit https://www.credosemi.com. Follow Credo on LinkedIn.

About TensorWave

TensorWave is the AI and HPC cloud purpose-built for performance. Powered exclusively by AMD Instinct™ Series GPUs, TensorWave delivers high-bandwidth, memory-optimized infrastructure that scales with the most demanding training and inference workloads. Backed by more than $166 million in funding from investors including Magnetar, AMD Ventures, and Nexus Venture Partners, TensorWave operates one of the world's largest all-AMD GPU clouds and is expanding rapidly to meet global demand. For more information, please visit https://tensorwave.com.

Credo and the Credo logo are registered trademarks of Credo Technology Group Limited in the United States and other jurisdictions. All other trademarks referenced herein are the property of their respective owners.

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Media Contacts:
Kristin Hehir
kristin.hehir@credosemi.com

Navi Ganancial
Press@Tensorwave.com

Investor Contact:
Dan O’Neil
dan.oneil@credosemi.com

Source: Credo