Robert31
2 days ago
Unidentified Participant
Hi. Thank you for taking our question. This is Taksan [ph] on behalf of Vivek. I just want to go back to the AEC product line. Obviously you're ramping your second customer, third customer also in qualification in the second half. How are you seeing the competitive dynamic? Just because Marvell and Astera are also launching their products here.
Bill Brennan
At a high level, we have not seen a significant change in the competitive environment. So our objective has always been to be first to deliver and first to qualify. And I think we've done a really good job on this objective with all of our customers. I would say that, one big advantage that we have competitively is the way we're organized. We have more than 100 people on our team that are dedicated to the AEC business. And that includes hardware and software development. That includes qualification, production, fulfillment and support.
And this really drives success with this objective, to be able to deliver first and qualify first. So I would say that as we go deeper with each customer relationship, we really see an increasing number of requests for customized hardware and software. And I think from the standpoint of the number of SKUs that we're working on today, the number is more than 20 that are in active development from a different SKU perspective.
So competitively, I would say we're unique in a sense that we're the single point of contact and we take full responsibility for all aspects of the relationships with our customers. And this really drives their satisfaction. When I talk more specifically about competition, we're really competing with groups of companies that need to do the same work that we're doing, but there's really no shortcut to it. And when you've got the complexity of having multiple suppliers involved and responsible for different aspects of one solution, it's really far greater complexity than having one party like Credo being ultimately responsible.
And so I guess with that said, the market's growing quickly and we do expect to see second sourcing in the future. This is natural, and ultimately, our goal is to always be raising the competitive bar and ultimately serving our customers very well and driving their satisfaction. But I don't have specific feedback regarding the two potential competitors that you mentioned.
Unidentified Participant
Of course. And then as a follow-up, just given, NVIDIA is also entering this Ethernet switch market, and that could potentially have some implications on AEC as a standard for connectivity. So I was wondering if you have any color there, or if you've done any interoperability testing with the NVIDIA solutions as well? Thank you.
Bill Brennan
Sure. We've been really clear when we talk about the US hyperscalers, there is a desire to move to Ethernet long term. And so I think it comes as no surprise that we've seen a lot of discussion around NVIDIA and Ethernet. We view this as a positive for us and our business. We've done testing with everybody that's out there from the standpoint of NICs and switches. And so we feel really quite confident that there will be an opportunity for our AECs for inter-rack connectivity. And again, we don't view this as really a surprise that the U.S. hyperscalers are driving in this direction.
SiliconValleyExec
7 days ago
Some of you have spoken to this. I can confirm, from a source, there is merit to your assessments.
In terms of NVLink networking, in the GB200 NVL72 single-cabinet solution, the computing nodes within the cabinet are interconnected with the NVLink Switch using copper cables, without the need for optical-electrical signal conversion, which is consistent with the previous GH200 cabinet interconnection solution. However, in certain high-performance AI computing scenarios, the fifth-generation NVLink can be used to achieve high-speed interconnection of up to 8 GB200 NVL72 systems (576 Blackwell GPUs). When interconnecting GB200 NVL72 cabinets based on NVLink, two-by-two interconnection can use LACC copper connections,
SiliconValleyExec
2 weeks ago
Your company will move to the U.S. exchange and its securities be governed by the SEC --
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Company shall use its commercially reasonable efforts to file within 30 days after receipt
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