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Credo

CRDO

Credo sells high-speed connectivity for AI clusters, the serdes and links that keep a rack from becoming a traffic jam.

In the Daily

  • · Closing Time

    Closing Time: Karp says the guidelines require nationalization

    Palantir’s Karp puts nationalization on the AI safety table — plus Amazon’s testing line, CoreWeave’s $3B convert, Emulate’s mega-seed, and Mastercard’s agent cards.

  • · Closing Time

    Closing Time: The trillion-dollar warm-up lap

    OpenAI tests investor appetite above $1.2 trillion pre-IPO — plus Suleyman vs. Anthropic on Claude's inner life, a UN push on AI rules, Apple's enterprise server, and a unified Claude.

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