Credo Teams with TensorWave for ZeroFlap AECs with 100M Hour MTBF in AMD AI Clusters
Credo Technology Group partnered with TensorWave to deploy its ZeroFlap AECs and optical transceivers—with 100 million hours MTBF and up to 1,000× reliability—in AMD-powered AI clusters to boost uptime and utilization. Credo now expects fiscal Q3 revenues of $404–408 million, above prior guidance of $335–345 million.
1. Partnership with TensorWave
Credo Technology Group has entered into a collaboration with TensorWave to integrate its ZeroFlap Active Electrical Cables and optical transceivers into next-generation AMD-powered AI clusters. TensorWave will deploy these components across future builds to achieve faster time to first token, higher cluster utilization and improved link stability at scale.
2. ZeroFlap Technology Advantages
ZeroFlap AECs and optics deliver an industry-leading 100 million hours MTBF with no link-flap events from soft errors, providing up to 1,000× the reliability of legacy interconnects. Integration with Credo’s PILOT telemetry management system enables real-time monitoring, proactive fault isolation and remote infrastructure management, reducing manual interventions.
3. Upgraded Q3 Fiscal 2026 Outlook
Credo now forecasts third-quarter fiscal 2026 revenue of $404 million to $408 million, significantly above its previous $335 million to $345 million guidance. The upside reflects surging demand for high-speed, energy-efficient connectivity solutions from hyperscale data centers and AI-driven infrastructure projects.