Bring copper-cable reliability to optical links in AI clusters, and own the whole module from signal chip to photonic chip.
800G 2xDR4 generally available since Mar 2026; DustPhotonics bought for photonic chips; >$600M FY27 goal.
Updated 28 May 2026Checked 11 Oct0 updates this week
A signal-processing chip (Credo's Bluebird or Lark) reshapes the data from the switch so it can drive the optical parts at 200G per lane.
DustPhotonics' silicon photonics chips modulate laser light with the data and send it down fibre, built with chipmaking processes for cost and scale.
The module streams its health in-band to software on the switch, which can localise, fix or pre-empt link flaps and file precise service tickets.
| Spec | ZeroFlap optical transceivers |
|---|---|
| 1.6T module power (Bluebird DSP) | Well under 20 WR (reported) |
| 800G module power (Lark 850 DSP) | Under 10 WR (reported) |
| FY2027 optical revenue outlook | Over $600MR (reported) |
| DustPhotonics price | ~$750M + ~0.92M sharesR (reported) |
R reported by the company
Credo Technology
Active copper cables, optical transceivers, SerDes
Credo makes the high-speed links that tie AI servers and switches together: copper cables with chips in their plugs, optical transceivers, and the signal-processing chips inside them. Revenue tripled to $1.3B in its fiscal 2026 on AI data-centre demand.
