### @optical-DSP — Confirmed — from earnings calls; competitive claims are the companies' own
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.
- tier: Confirmed (✓)
- source: optical-DSP / Two giants and a challenger, in their own words
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-optical-dsp-src-optical-dsp-three-players-ingest
- posted: 2026-07-14T01:27:18.448Z