Credo's ALC optical cable targets a short-reach optics pool ~5x its $13B copper market by 2030
BenBajarin · x · 2026-10-17
Creative Strategies analyst Ben Bajarin shares takeaways from a Credo briefing and its OCP Global Summit demo of the ALC (Active LED Cable), extending the company's AEC copper playbook beyond copper's reach.
- Thesis: AECs remain critical for short-range scale-up/out within compute domains, while ALCs serve longer-range scale-out — together covering where compute domains are heading
- Market sizing: the copper pool Credo plays in today is modeled at $13B by 2030; short-reach optics is roughly 5x larger
- Roadmap: near-packaged optics and an optical backplane come next
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