Sectivia

Credo Technologyvs.Digital Realty

CRDO vs DLR · both in Data centers, part of the AI & digital infrastructure value chain: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Digital Realty is about 1.5× larger than Credo Technology by market cap; Digital Realty trades at the lower P/E (91.9 vs 105.0); year to date, Credo Technology leads (+54.7% vs +21.9%).

Side by side

CRDODLR
Market cap$49.6B$73.4B
Price$226.51$192.32
Today+1.8%+2.0%
Return YTD+54.7%+21.9%
Return 1Y+95.2%+12.9%
P/E105.091.9
P/S37.210.8
P/B24.02.7

Data as of 2026-08-26 · updates daily after U.S. close

The two companies

Credo TechnologyCRDO

NASDAQ · USA

Inside the rack, GPUs and switches are joined by active electrical cables and SerDes chips. That narrow gap is Credo's entire market.

ConnectivityAI hardware
Full CRDO profile →

Digital RealtyDLR

NYSE · USA

Owns and runs data centres as a REIT, from wholesale halls let to hyperscalers down to smaller colocation space.

Data center REITCritical infrastructure
Full DLR profile →

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See where CRDO and DLR sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →