Credo Introduces 800G HiWire ZeroFlap AECs to Support AI Backend Networks

Rhea-AI Summary

Credo Technology Group Holding (Nasdaq: CRDO) has introduced the new 800G ZeroFlap (ZF) family of HiWire Active Electrical Cables (AECs) for AI backend networks. These high-performance AECs can reach lengths of 7 m and are designed to deliver highly reliable interconnect for AI clusters.

Key features include:

• Zero soft link flaps to support lossless backend RDMA networks
• Improved reach and signal integrity
• Compatibility with liquid cooling advancements
• Power savings of up to 14W per link compared to legacy optics
• Cost savings of up to $1,000 per GPU

The HiWire ZF family includes four new product offerings: 800G OSFP to OSFP, OSFP to OSFP-RHS, OSFP to 2*OSFP-RHS, and OSFP to 2*Q112. Credo will demonstrate these new AECs at the upcoming Open Compute Project 2024 Summit in San Jose, USA from Oct 15 – 17, 2024.

Positive

• Introduction of new 800G ZeroFlap HiWire AECs for AI backend networks
• Improved reliability with zero soft link flaps for lossless backend RDMA networks
• Extended reach of up to 7 m for full host-to-switch connectivity in GPU clusters
• Power savings of up to 14W per link compared to legacy optics
• Cost savings of up to $1,000 per GPU

Negative

• None.

Insights

Tech Expert

Credo's introduction of 800G HiWire ZeroFlap (ZF) Active Electrical Cables (AECs) represents a significant advancement in AI backend network infrastructure. These cables address critical challenges in large-scale GPU clusters:

• Improved reliability: Zero soft link flaps support lossless RDMA networks, important for AI cluster stability.
• Enhanced performance: 7m reach enables full host-to-switch connectivity in leading GPU clusters.
• Energy efficiency: Up to 14W power savings per link compared to legacy optics.
• Cost-effectiveness: Potential savings of up to $1,000 per GPU.

The impact on AI infrastructure is substantial, potentially reducing downtime and improving overall system performance. For investors, this positions Credo competitively in the rapidly growing AI hardware market, with potential for increased market share and revenue growth.

Market Research Analyst

Credo's new product launch aligns with the booming AI infrastructure market, addressing key pain points in large-scale GPU clusters. Market implications include:

• Expanding TAM: As AI deployments grow, demand for high-performance, reliable connectivity solutions will increase.
• Competitive advantage: ZeroFlap technology differentiates Credo from competitors, potentially leading to market share gains.
• Customer value proposition: Significant cost savings (up to $200,000 per link flap event avoided) could drive rapid adoption among hyperscalers and AI-focused companies.
• Long-term growth potential: As AI continues to scale, Credo is well-positioned to benefit from the increasing infrastructure requirements.

Investors should monitor Credo's ability to capitalize on this opportunity and translate technical advantages into financial performance.

SAN JOSE, Calif.--(BUSINESS WIRE)-- Credo Technology Group Holding Ltd (Credo) (Nasdaq: CRDO), an innovator in providing secure, high-speed connectivity solutions that deliver improved energy efficiency as data rates and corresponding bandwidth requirements increase throughout the data infrastructure market, is excited to announce the new 800G ZeroFlap (ZF) family of HiWire Active Electrical Cables (AECs) reaching lengths of 7 m. These high-performance HiWire ZF AECs are designed to deliver highly reliable interconnect for artificial intelligence (AI) backend networks.

Credo Introduces 800G HiWire ZeroFlap AECs For AI Backend Networks. With improved reach and signal integrity, the HiWire ZF AECs deliver zero soft link flaps to support the lossless backend RDMA network that AI clusters are built on. These 800G AECs benefit from the newest advances in liquid cooling, allowing the 7 m length to enable full host-to-switch connectivity in leading GPU clusters. "Cluster reliability is of paramount importance when building the biggest supercomputers in the world with 100,000+ GPUs,” said Massine Merzouk, Network Engineer at X, assisting xAI. “Credo’s HiWire AECs offer the stable transport platform we need to build such massive systems." (Graphic: Business Wire)

Credo’s 800G HiWire ZF AECs build on Credo’s already successful HiWire AEC product family, with millions of units of HiWire AECs already deployed at tier one hyperscalers. With improved reach and signal integrity, the HiWire ZF AECs deliver zero soft link flaps to support the lossless backend RDMA network that AI clusters are built on. These 800G AECs benefit from the newest advances in liquid cooling, allowing the 7 m length to enable full host-to-switch connectivity in leading GPU clusters.

The HiWire ZF family includes four new product offerings:

• 800G OSFP to OSFP
• 800G OSFP to OSFP-RHS
• 800G OSFP to 2*OSFP-RHS
• 800G OSFP to 2*Q112

“Credo’s new HiWire ZeroFlap AECs enable a step function improvement in GPU cluster reliability by eliminating the soft link flaps frequently seen with legacy optics,” said Ameet Suri, Head of AEC Product at Credo. “Further, when compared to legacy optics, Credo’s HiWire AECs offer power savings of up to 14W per link and cost savings of up to $1,000 per GPU.”

“Cluster reliability is of paramount importance when building the biggest supercomputers in the world with 100,000+ GPUs,” said Massine Merzouk, Network Engineer at X, assisting xAI. “Credo’s HiWire AECs offer the stable transport platform we need to build such massive systems.”

“Optics link flap is a developing issue in large GPU clusters – with each link flap event resulting in up to 30 minutes of lost training time and costing up to $200,000,” said Alan Weckel, Founding Analyst at the 650 Group. “Credo HiWire AECs have much higher hardware reliability, but more importantly, have been shown to operate without link flaps for billions of field operating hours.”

Credo will demonstrate the new HiWire ZF AEC cables at the upcoming Open Compute Project 2024 Summit (OCP) in San Jose, USA from Oct 15 – 17, 2024. Conference attendees are encouraged to visit Credo in booth #B31 to learn more about these new HiWire ZF AEC devices.

To learn more about the Credo products in this release go to the product pages linked here.

About Credo

Our mission is to deliver high-speed solutions to break bandwidth barriers on every wired connection in the data infrastructure market. Credo is an innovator in providing secure, high-speed connectivity solutions that deliver improved power efficiency as data rates and corresponding bandwidth requirements increase exponentially throughout the data infrastructure market. Our innovations ease system bandwidth bottlenecks while simultaneously improving on power, security, and reliability. Our connectivity solutions are optimized for optical and electrical Ethernet applications, including the emerging 100G (or Gigabits per second), 200G, 400G, 800G and the emerging 1.6T (or Terabits per second) port markets. Credo products are based on our proprietary Serializer/Deserializer (SerDes) and Digital Signal Processor (DSP) technologies. Our product families include Integrated Circuits (ICs) for the optical and line card markets, Active Electrical Cables (AECs) and SerDes Chiplets. Our intellectual property (IP) solutions consist primarily of SerDes IP licensing.

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

View source version on businesswire.com: https://www.businesswire.com/news/home/20241010046982/en/

Media Contact:

Diane Vanasse

diane.vanasse@credosemi.com

Investor Contact:

Dan O’Neil

dan.oneil@credosemi.com

Source: Credo Technology Group Holding Ltd

FAQ

What is the new product Credo (CRDO) introduced for AI backend networks?

Credo introduced the new 800G ZeroFlap (ZF) family of HiWire Active Electrical Cables (AECs) for AI backend networks, reaching lengths of 7 m.

How do Credo's (CRDO) new HiWire ZeroFlap AECs improve GPU cluster reliability?

Credo's HiWire ZeroFlap AECs improve GPU cluster reliability by eliminating soft link flaps frequently seen with legacy optics, providing a stable transport platform for massive AI systems.

What are the power and cost savings of Credo's (CRDO) HiWire AECs compared to legacy optics?

Credo's HiWire AECs offer power savings of up to 14W per link and cost savings of up to $1,000 per GPU when compared to legacy optics.

Where and when will Credo (CRDO) demonstrate the new HiWire ZF AEC cables?

Credo will demonstrate the new HiWire ZF AEC cables at the Open Compute Project 2024 Summit in San Jose, USA from Oct 15 – 17, 2024, at booth #B31.