Our fiscal 2026 filing shows two customers at 10%+ of revenue — Customer A at 49%, Customer B at 32% — versus one at 67% a year earlier. End-customer view in Q4: four at or above 10% at 34%, 27%, 16%, and 10%, the fourth newly crossing. The lenses differ in basis but point the same way: top-of-book fell from 67% toward 34%, while the top four remain roughly 87%. It is genuinely broadening yet still extreme, and the new optical ramp could re-concentrate revenue by product even as the customer list diversifies. xAI was named as the single account where we describe ourselves as fully deployed.
← stream@CRDO solid