Analysts Highlight Credo Hyperscaler Partnerships With Amazon, Microsoft, xAI Amid AI Boom
1. Credo Technology beat earnings estimates with a significant revenue increase. 2. Amazon accounted for 86% of Credo's revenue in Q3 2025, a 388% increase. 3. Analysts revised shipment estimates for AMZN, reflecting strong growth. 4. Credo expects Amazon's fourth-quarter revenue to align closely with prior numbers. 5. More diversification in customer revenue anticipated going forward.