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Astera Labs Expands Collaboration with NVIDIA to Advance NVLink Fusion Ecosystem

1. Astera Labs collaborates with NVIDIA for NVLink Fusion ecosystem. 2. New NVLink solutions expand Astera's Intelligent Connectivity Platform. 3. High performance and efficiency are crucial for AI infrastructure scalability. 4. Astera's integration supports hyperscalers' AI workloads with low latency. 5. End-to-end PCIe 6 interoperability showcased with NVIDIA Blackwell GPU.

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FAQ

Why Bullish?

The collaboration enhances ALAB's market position in high-demand AI connectivity. Historical precedents show partnerships boost stock performance when addressing industry needs.

How important is it?

Collaboration with industry leader NVIDIA positions ALAB favorably in the thriving AI market, likely enhancing investor confidence.

Why Long Term?

The strategic collaboration sets the groundwork for sustained revenue growth in AI sectors. Long-term contracts with NVIDIA may stabilize and increase ALAB's market share over time.

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SANTA CLARA, Calif., May 19, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a global leader in semiconductor-based connectivity solutions for AI and cloud infrastructure, today announced it is collaborating with NVIDIA to provide scale-up connectivity solutions for the new NVIDIA NVLink Fusion ecosystem. “We have a long history of early engagement and industry firsts with NVIDIA, and we are excited to continue this collaboration to advance the NVLink Fusion ecosystem,” said Sanjay Gajendra, President and COO, Astera Labs. “To keep pace with rapidly growing AI models which have reached trillions of parameters, AI infrastructure providers must adopt scale-up platforms that deliver both high performance and high efficiency. By adding NVLink solutions to our Intelligent Connectivity Platform, we will enhance optionality and time-to-market for our hyperscaler customers and expand our market opportunity.” Next-generation AI workloads demand high bandwidth, low latency scale-up connectivity with native memory semantic support to synchronize hundreds of accelerators at rack-scale. Astera Labs’ NVLink solutions will expand its Intelligent Connectivity Platform, which seamlessly integrates PCIe®, CXL®, and Ethernet silicon and hardware solutions with its COSMOS (COnnectivity System Management and Optimization Software) suite for unparalleled data center visibility and optimized performance. This will empower hyperscalers to efficiently deploy heterogeneous compute-based AI infrastructure with NVIDIA GPUs and custom accelerators in their data centers. ​“NVIDIA’s accelerated computing platform has been supported by Astera Labs for multiple generations, including HGX, MGX, and NVL72 with its PCIe connectivity solutions,” said Ashish Karandikar, Vice President of SoC Products, NVIDIA. “NVIDIA’s collaborations with industry leaders enable the NVLink Fusion ecosystem to deploy high-performance AI factories that can quickly scale and meet the demands of intensive workloads for model training and agentic AI inferencing.” Astera Labs and NVIDIA’s deep collaboration extends over multiple generations of NVIDIA platforms, with Astera Labs’ Aries PCIe/CXL Smart DSP Retimers deployed in volume across NVIDIA Hopper and NVIDIA HGX platforms, and in hyperscalers’ customized NVIDIA rack-level solutions. Most recently, Astera Labs demonstrated the industry’s first end-to-end PCIe 6 interoperability with Scorpio P-Series Fabric Switches, Aries 6 Retimers and an NVIDIA Blackwell GPU at NVIDIA GTC 2025. Scorpio P-Series Fabric Switches have also been integrated with the NVIDIA MGX platform for PCIe 6-ready modular designs. Astera Labs looks forward to the addition of NVLink solutions to its scale-up connectivity portfolio, building on its tradition of delivering interoperable solutions that meet hyperscalers’ requirements for AI infrastructure. Resources: Blog: Unlocking AI Performance: The Role of Scale-Up Interconnects in Accelerated ComputingPress Release: Astera Labs Optimizes Connectivity for NVIDIA Blackwell-based MGX Platforms at ScaleVideo: Optimizing NVIDIA MGX Platforms with Scorpio Smart Fabric SwitchesVideo: Industry’s First End-to-End PCIe 6 Interop with NVIDIA Blackwell About Astera LabsAstera Labs is a global leader in purpose-built connectivity solutions that unlock the full potential of AI and cloud infrastructure. Our Intelligent Connectivity Platform integrates PCIe®, CXL®, and Ethernet semiconductor-based solutions and the COSMOS software suite of system management and optimization tools to deliver a software-defined architecture that is both scalable and customizable. Inspired by trusted relationships with hyperscalers and the data center ecosystem, we are an innovation leader delivering products that are flexible and interoperable. Discover how we are transforming modern data-driven applications at www.asteralabs.com. CONTACT: Lori Zielinskilori.zielinski@asteralabs.com

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