NVIDIA GTC has always been a window into where the AI Infrastructure industry is heading. This year, what that window revealed was a compute layer fragmenting, deliberately and by design. Jensen Huang’s keynote introduced not one new architecture but several: Vera Rubin for high-throughput GPU compute, the Groq LPU integrated as a decode accelerator for latency-sensitive inference, and a… Read more
As AI clusters scale from single nodes to thousand-GPU fabrics, connectivity is becoming the bottleneck that prevents all that compute from reaching its potential. NVIDIA’s Blackwell and Vera Rubin architectures have fundamentally redefined what a rack can do—but that density creates new challenges at every layer: scale-up, scale-out, memory, and storage. When any one of them lags, you’re… Read more
Every year at GTC, the conversations on the show floor and in the hallways tell you something that raw specs alone can’t. This year, what I’m hearing is a clear inflection: the era of one-size-fits-all compute is over. Hyperscalers are deploying heterogeneous racks where NVIDIA GPUs sit alongside custom accelerators, XPUs, and purpose-built silicon developed for specific workload profiles—and… Read more
Record quarterly revenue of $270.6 million, up 17% QoQ, and record full-year revenue of $852.5 million, up 115% year-over-yearBroadening Scorpio X-Series smart fabric roadmap to address expanding scale-up market opportunities supporting multiple customers, starting production ramp for lead platformAppointed Desmond Lynch as Chief Financial Officer with Mike Tate transitioning to the… Read more
New design center to focus on cutting-edge AI fabrics and emerging AI inference technologiesIndustry veteran Guy Azrad to lead operations as general manager of Astera Labs IsraelSAN JOSE, Calif. and TEL AVIV, Israel—Feb. 9, 2026—Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced a significant… Read more
Scorpio X-Series Begins Initial Production with Merchant Scale-Up Switching Market Estimated to Reach $20 billion by 2030 [1]News Highlights:Developed in collaboration with hyperscalers, Scorpio X-series products are purpose-built to support scale-up networking, and are now shipping in initial production volumesExpanded features will include support for increased radix, platform-specific… Read more
NVLink Fusion-based custom solutions will be offered to support next-generation heterogenous AI infrastructureSAN JOSE, Calif.—Dec. 2, 2025—Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, today announced plans to deliver custom connectivity solutions, a new offering designed to address the increasing complexity… Read more
See our latest demo where our Scorpio P-Series Fabric Switches connect NVIDIA H200 GPUs and ConnectX-8 NICs – running real NCCL-based training workloads at max data rates. Our Taurus Ethernet-enabled AECs then extend reach up to 7m with full interoperability with NVIDIA Spectrum-X for switch-to-switch and ConnectX-8 for switch-to-NIC connectivity at 800G per linkLearn how this demo delivers:✅… Read more
Learn how we conduct rigorous interop testing of Taurus Ethernet Smart Cable Modules with a range of hosts, NICs, and switches to ensure seamless deployment and minimize risk. Read more
In this demo video, see how Aries PCIe 6 Smart Cable Modules (SCMs) enable reliable, rack-to-rack PCIe 6 connectivity for AI scale-up infrastructure. Powered by Astera Labs’ COSMOS software suite and Scorpio Fabric Switches, the test platform demonstrates real-time link testing, monitoring, and debugging across four x16 active electrical cables. Learn how Aries 6 SCMs extend reach up to… Read more
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