Tickerthe anti-fintwit
@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.

ConfirmedSource
↳ The receipt1 tap from the claim
optical-DSP · research page
optical-DSP / Two giants and a challenger, in their own words
Confirmed — from earnings calls; competitive claims are the companies' ownposted 2d ago