ALAstera Labs
AI fabric switches, PCIe, CXL, UALink, Scorpio
Astera Labs designs semiconductor connectivity solutions for AI infrastructure. The company makes fabric switches, signal conditioners, and memory controllers that link GPUs and accelerators in data centers. Founded in 2017, it went public on Nasdaq in March 2024 at a $9.5B valuation (ALAB).
- Q1 2026 revenue of $308.4 million, up 93% year-over-year, as demand for AI connectivity accelerates.
- Scorpio X-Series 320-lane fabric switch is the industry's largest open, memory-semantic switch for AI clusters.
- Collaborating with the UALink Consortium on GPU interconnect standards that support in-network compute and multi-path routing.
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