Meet the Super Semiconductor Stock Crushing Nvidia in 2026

Credo Technology has surged 80% year-to-date in 2025, crushing Nvidia's 20% gain over the same period, as investors rotate into infrastructure plays powering AI data center connectivity. CRDO supplies high-speed connectivity solutions that link GPUs and servers inside AI clusters, positioning the company as critical plumbing for hyperscale AI deployments.

The performance gap underscores a broader shift in AI investment themes. While GPU makers like NVDA and AMD have dominated returns in prior years, 2025 is rewarding companies that solve the interconnect bottleneck as AI clusters scale beyond thousands of chips. Corning, which manufactures fiber-optic cables for data centers, represents another infrastructure beneficiary cited in the same analysis, though no specific performance figures were provided for GLW.

Credo's outperformance reflects growing recognition that connectivity bandwidth—not just compute power—is becoming the constraint in training and inference workloads. The company's solutions enable data transfer speeds required for distributed AI training across hundreds or thousands of GPUs.