Quite a few readers asked me about CRDO’s competition landscape within AWS, given both MRVL and ALAB announced AWS as their AEC customer. Based on my understanding, MRVL currently only supplies 400G AEC to AWS, their 800G AEC has been qualified by AWS, but actual mass production will not ramp up until sometime between 2Q25/3Q25, while CRDO is already shipping 800G AEC to AWS in 3Q24, so MRVL is at least 6 months behind CRDO. ALAB is even behind MRVL, as they are still in the sampling phase of 800G AEC…