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There is no evidence-based winner without comparing both stocks’ valuations on the same date and accounting for your time horizon and risk tolerance. Credo and Nvidia both reported triple-digit year-over-year revenue growth in their latest disclosed quarters, but they sell into different parts of AI infrastructure and operate at very different scales. The results below can help you judge the businesses; they cannot, by themselves, establish which stock is the better buy at its current price.
Credo and Nvidia serve different parts of AI infrastructure
Credo focuses on connectivity
Credo describes itself as a connectivity company. Its high-speed copper and optical interconnect products serve data centers, including the expanding AI infrastructure market. An investment in Credo is therefore more directly tied to demand for data-center connectivity products.
Nvidia has a broader computing business
Nvidia’s reported Data Center business serves demand for computing and related infrastructure. The companies participate in the same broad AI buildout, but they are not interchangeable chip vendors: a thesis about Credo centers on connectivity, while a thesis about Nvidia centers on a much broader computing platform business.
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What the latest reported results show
The companies’ most recently reported fiscal quarters ended on different dates and are not a synchronized comparison. The figures below are company-reported results, not independent measurements. Credo’s non-GAAP margin is a company-defined measure and should not be treated as equivalent to GAAP margin.
#1 Best Overall
- ESP32-S3-ePaper-1.54 development board onboard 1.54inch e-paper display, 200 × 200 resolution, features high contrast and wide viewing angle. Onboard audio codec chip, supports voice capture and playback, enabling AI voice interaction applications
- ESP32-S3 1.54inch e-Paper AIoT development board adopts high-performance 32-bit LX7 dual-core processor, up to 240MHz main frequency. Supports 2.4GHz Wi-Fi (802.11 b/g/n) and Bluetooth 5 (LE), with onboard antenna
- Onboard PCF85063 RTC chip and SHTC3 temperature & humidity sensor for accurate RTC management and environmental monitoring
- Built-in 512KB Static RAM, 384KB ROM, with integrated 8MB Flash and 8MB PSRAM
- Onboard TF card slot for external storage of images or files. Onboard programmable PWR and BOOT side buttons for customized function development. Reserved 2 × 6 2.54mm pitch pin header for convenient external expansion
| Company and period | Revenue | Gross margin | Other reported figures |
|---|---|---|---|
| Credo, Q1 FY2027, quarter ended August 1, 2026; Credo Technology Group Holding Ltd. (2026) | $479.0 million; up 114.7% year over year | 64.5% GAAP; 68.0% non-GAAP | $764.3 million in cash and short-term investments at quarter-end |
| Nvidia, Q2 FY2027, quarter ended July 26, 2026; NVIDIA Corporation (2026) | $96.2 billion total; up 106% year over year. Data Center revenue was $89.0 billion, up 117%. | 75.0% GAAP and 75.0% non-GAAP | Data Center revenue is a segment figure, not total company revenue |
| Credo, FY2026 full year; Credo Technology Group Holding Ltd. (2026) | $1.3 billion | not stated in the cited FY2026 summary | Q4 revenue was $437.0 million, up 157.0% year over year |
| Nvidia, FY2026 full year; NVIDIA Corporation (2026) | $215.9 billion; up 65% year over year | 71.3% non-GAAP | Data Center revenue was $193.7 billion |
How to interpret the growth and margins
Growth rates do not show scale or durability
The latest quarterly growth percentages are impressive, but they describe different fiscal quarters and revenue bases. A faster percentage increase from a smaller base does not mean a business generates more revenue, and one quarter cannot establish that a growth rate will persist. To assess durability, follow later reported quarters and look for the drivers behind the growth rather than extrapolating a single headline percentage.
Margins reflect different businesses and accounting measures
Credo’s GAAP gross margin was below Nvidia’s reported gross margin in the later quarter, but the periods and business mixes differ. Compare GAAP with GAAP; keep Credo’s non-GAAP figure separate because companies define non-GAAP measures themselves. Gross margin alone does not establish which company is more profitable overall or which stock is attractively priced.
Rank #2
- This is is 1.54inch e-Paper AIoT development board. Onboard 1.54inch e-paper display, 200 x 200 resolution, features ultra-low power consumption and ambient light readability, suitable for portable devices and long-battery-life scenarios. Supports 2.4GHz Wi-Fi (802.11 b/g/n) and Bluetooth 5 (LE), with onboard antenna.
- Integrated with an RTC chip, SHTC3 temperature and humidity sensor, TF card slot, low-power audio codec chip circuit, and Lithium battery recharge management circuit. Reserved interfaces including USB, UART, I2C, and GPIO for easy functionality expansion and sensor connectivity, providing a flexible and reliable development platform for IoT terminals, electronic tags, portable displays, and other applications.
- Supports AI Speech Interaction: Allows access to online large model platforms such as ChatGPT, DeepSeek, Doubao, etc. Onboard audio codec chip, supports voice capture and playback, enabling AI voice interaction applications.
- Built-in 512KB Static RAM, 384KB ROM, with integrated 8MB Flash and 8MB PS RAM. Onboard PCF85063 RTC chip and SHTC3 temperature & humidity sensor for accurate RTC management and environmental monitoring.
- Onboard TF card slot for external storage of images or files. Onboard programmable PWR and BOOT side buttons for customized function development. Reserved 2 × 6 2.54mm pitch pin header for convenient external expansion.
Risks that can change the investment case
Credo: customer and manufacturing concentration
Credo’s annual risk disclosures cite reliance on a limited number of customers, a lack of long-term purchase commitments, and reliance on a limited number of manufacturing partners. Those exposures make customer demand and execution across its supply chain important variables for investors to monitor.
Nvidia: supply constraints and forecasting
Nvidia’s Q2 FY2027 filing reports supply constraints and significant manufacturing and supply commitments. It also warns that estimates of demand can be inaccurate. Strong demand does not remove the risks of securing supply or matching commitments to actual customer demand.
Rank #3
- 【Flagship performance, extremely fast response】Equipped with a 1.6GHz main frequency chip, the KPU computing power is 13.7 times that of the K210 visual module, and the CPU computing power is 8.5 times that of the K210. It supports real-time operation of complex AI models and can easily cope with high-load tasks such as image recognition and voice processing.
- 【Flexible expansion development】A new 12Pin GPIO interface is added, which is compatible with a variety of sensors and modules; pre-installed GUI program, a large program based on the RTSmart system, contains 30+ functional gameplay, integrates most of the core functions, and each function comes with instructions, so you can experience the fun of AI without programming basics.
- 【Multi-controller compatibility】Equipped with a serial communication interface, it can be seamlessly connected to various controllers, and supports connection to PC computers, MSPM0, STM32, ESP32, PICO, Raspberry Pi, UNO, Microbit, Jetson, RDK and other mainstream controller development. You can easily output the visual recognition results to an external controller through the serial port without delving into complex visual algorithms, making it easy to create innovative AI projects.
- 【Multi-function AI visual camera】The K230 visual module is equipped with a 2.4-inch LCD capacitive touch screen with clear display and a 2MP camera for quick debugging and control. The module integrates a serial port, which can easily connect various sensors to expand functions. , with color recognition, road sign recognition, visual line patrol, face recognition, label recognition, QR code and barcode recognition, feature detection, digital recognition and other functions.
- 【Developers from entry to mastery】Provides original model training tutorials+self-developed upper computer toolkits, compatible with ESP32 ecology, suitable for education, maker and industrial visual project development. Yahboom provides technical Q&A + lifetime firmware updates to help your AI project from prototype to landing without worry!
How to decide which stock is the better buy for you
- Choose the business exposure you want. Decide whether your thesis is more specifically about data-center connectivity or about Nvidia’s broader computing and infrastructure business.
- Compare valuation on a common date. Use synchronized share prices and a consistent measure, such as forward earnings, free cash flow, or enterprise value relative to expected growth. The operating results above do not supply that comparison, so they cannot establish which stock is cheaper or has more upside.
- Set your time horizon and risk tolerance. Consider how much volatility you can accept and whether your thesis depends on sustained growth, successful execution, or conditions in a particular part of the AI infrastructure market.
- Revisit the thesis as new results arrive. Track reported growth and its drivers alongside Credo’s customer and manufacturing exposure or Nvidia’s supply and demand-forecasting risks, as applicable.
For investors asking whether Credo’s growth is worth the risk, the figures show rapid recent growth, not a guarantee of future performance. For investors asking which AI stock has more upside, the answer depends on valuation and future results—not on comparing growth percentages alone. Without a synchronized valuation comparison and an investor-specific horizon, a responsible Credo-versus-Nvidia ranking remains unresolved.
Quick Recap
Rank #4
- High-Performance AI Voice Interaction Development Board: Features a dual-core RISC-V processor (up to 160MHz), onboard dual microphone array, speakers, and an ES8311 audio codec chip, supporting noise reduction and echo cancellation. It can easily connect to large online models like DeepSeek for intelligent voice dialogue.
- Integrating Advanced Wireless Connectivity: ESP32-C6 supports Wi-Fi 6, Bluetooth 5.0, and Zigbee 3.0/Thread protocols, boasting excellent RF performance and multi-protocol compatibility, making it suitable for wireless communication development in IoT and wearable devices.
- Equipped with a 1.83-inch capacitive touchscreen LCD: (240×284 resolution, 65K colors), it offers high responsiveness and light transmittance. Combined with an onboard six-axis sensor (accelerometer + gyroscope) and RTC chip, it supports motion monitoring, step counting, and low-power real-time clock applications.
- Low Power Design: built-in Batt. recharge chip, a Type-C interface, and supports flexible clock and power control, enabling low-power operation in various scenarios, making it convenient for carrying around and long-term use.
- Rich Interfaces: It offers a wealth of expansion interfaces and customization features, including GPIO, I2C, and UART pads, two programmable side buttons, support for external sensors and debugging, and facilitates rapid prototyping and functional verification.
Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.
