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
Just 16 months ago, I wrote about AI outgrowing the server. While this thesis holds, the workloads have changed: The challenges then were defined by the size of training clusters, but AI now has entered the inference era in earnest.The hottest topic among data center operators is no longer the “AI model” but the “AI factory” – and the winning approach must deliver not just peak… 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
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
Watch Product Applications Engineer Raghu Parthasarathy demonstrate the industry’s first PCIe® 7 Smart Redriver, a new addition to the Aries family. As PCIe data rates double with each generation, system designers must maintain signal integrity across long board traces, connectors and lossy channels while also balancing power and latency trade offs.The Aries PCIe Smart Redriver is… Read more
As AI infrastructure scales, hyperscalers are moving quickly toward PCIe® 7 to unlock higher bandwidth. At the same time, they need robust links, faster time to market, and flexible connectivity solutions as architectures evolve.Watch Principal Product Manager Connie Lu provide the first look at Aries 7, the industry’s first and broadest PCIe 7 signal conditioning portfolio comprising… Read more
