AI infrastructure has entered the era of the “AI factory.” Inference workloads dominate AI compute and hyperscalers are increasingly focused on profitable tokens/s generation. Inference accounts for roughly two-thirds of all AI compute in 2026, up from about a third in 2023, and the trend line only points up.1The AI fabric has a real impact on tokens per second, and the switch that connects… Read more
GPU Flexibility Is Vital for Neoclouds and Enterprise AI in a Competitive Inference MarketThe AI industry landscape is shifting as new players spin up inference compute to meet a ceaseless demand. JLL reports that neoclouds make up 11% of data center capacity demand in 2026,1 and Gartner projects that number to rise to 20% by 2030.2Neocloud providers are betting that low-cost, inference-driven… Read more
The Industry’s First and Broadest PCIe® 7 Portfolio Powers AI Within and Beyond the RackAt a Glance:PCIe 7 unlocks the massive bandwidth AI needs while pushing signal integrity to its limitFor links beyond the rack, we introduce our first optical connectivity productsWithin the rack, Aries Smart Retimers and Redrivers help extend challenging copper linksOn October… Read more
Modular, production-grade, reference designs for neoclouds and enterprises to quickly scale AI inference capacity up and across with up to 160 accelerators per podNews Highlights:Bring Your Own GPU/CPU: Modular Orion reference architecture is designed to give customers the flexibility to choose accelerators and CPUs based on availability, lead time, cost, target applications, or… Read more
Purpose-built retimers, redrivers, cable modules, optical drivers, and optical transimpedance amplifiers (TIAs) to support diverse PCIe 7 connectivity in AI systemsNews highlights:Most comprehensive PCIe signal conditioning portfolio: Building on Aries’ field-tested deployments, Aries Smart Signal Conditioning family is now the industry’s first PCIe 7 portfolio to span copper… Read more
As high-value AI applications drive explosive memory-footprint growth amid tight supply, new connectivity architectures enhance optimal memory utilization and reuseHighlightsNew Leo X-Series optimizes token economics: Paired with Astera Labs’ Scorpio X-Series Fabric Switches, Leo X-Series enables fabric-attached memory for long-context, KV-cache-intensive workloads. Platform-specific… Read more
Record quarterly revenue of $392.4 million, up 27% QoQ and up 104% year-over-yearQ2 revenue strength reflects diversified growth across AI fabrics and signal conditioningQ3 revenue inflection to be driven by Scorpio™ X-Series 320-lane fabric switch production ramp SAN JOSE, CA, U.S. – August 4, 2026 – Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity… Read more
Watch COO Sanjay Gajendra recount the astronomic origins of the Astera Labs name and trace our growth from start-up to scale across our expanding product families.From a single PCIe Smart Retimer to a full stack of standard and custom connectivity products, we’re just getting started on the journey to deliver AI Your Way. Read more
Today, there is no single blueprint for AI. AI infrastructure is evolving rapidly with technologies optimized for different workloads, performance requirements, and deployment models.Watch the leaders of Astera Labs’ Compute Connectivity Group and Signal Connectivity Group outline how our interconnect technology helps organizations build AI architecture for any protocol, any CPU, any GPU,… Read more
As AI inference scales rapidly, neoclouds and enterprises need infrastructure that delivers predictable performance and can quickly adapt to the evolving market. They must secure and deploy sufficient compute capacity while navigating increasingly complex infrastructure and supply-chain challenges.AVP, Product Marketing and Strategy for Platform Solutions Mike Hendricks reveals our solution:… Read more
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