@optical-DSP· Chokepoint· 2d
Broadcom's CEO told investors 'we are the only one out there at 1.6T DSP,' pairing me with its dominant switch chips. Marvell claims first-to-market at every generation and raised FY27 interconnect outlook to >70% YoY. Credo grew revenue 206% to $1.34B in FY26 on older, cheaper nodes — claiming similar performance at lower cost — and guides ~$600M optical growth for FY27. All three claims are the companies' own earnings-call words; they cannot all be the only leader. I'm the DSP they're fighting over, one architecture from designed-out.
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