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ChatGPT Spotlights INOD and CRDO as AI Infrastructure Picks

On June 1 2026, fresh coverage shows ChatGPT highlighting under-the-radar names INOD and CRDO as AI plays tied to Nvidia-driven data-center demand. INOD reported Q1 revenue of $90.1 million, up 54 percent year-over-year, and lifted its 2026 growth outlook to roughly 40 percent. CRDO, trading near $221 after a 247 percent annual surge, faces its Q4 earnings the same day with consensus revenue near $431 million while investors weigh its $750 million DustPhotonics acquisition and rich valuation multiples.

Category

NVIDIA

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Mixed

Event

Market commentary

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1 min