CRDO

研究报告 Research

CRDO · 深度研究报告· In-Depth Research Report

AI算力基础设施的隐形冠军：三季连续三位数增长、$407亿季度营收创历史、毛利润率68.5%媲美顶级软件公司，超导互联时代的核心受益者才刚刚开始被市场发现 The hidden champion of AI compute infrastructure: three consecutive quarters of triple-digit growth, quarterly revenue of $407 million setting an all-time record, gross margin of 68.5% rivaling top-tier software companies — the core beneficiary of the hyperconnect era is only just beginning to