Addressing Hyperscaler Demands

Building upon their earlier announcement in May 2025 regarding their integration into the NVIDIA NVLink Fusion Ecosystem, Astera Labs is now focusing on partnering with hyperscaler organizations. These collaborations are intended to develop custom solutions that support NVLink connectivity, facilitating tailored architectures that meet the specific requirements of high-performance AI infrastructure.

• Astera Labs will create custom connectivity solutions to support complex AI architectures.
• These solutions complement the existing Intelligent Connectivity Platform, enhancing overall system performance.
• Focus on delivering diverse accelerators integrated into high-performance rack-scale platforms.

Powerful Performance Capabilities

“Hyperscalers are hastening the deployment of next-generation AI infrastructure and require proven connectivity partners who can consistently deliver at cloud scale,” stated Sanjay Gajendra, President and COO of Astera Labs. With the integration of NVLink Fusion, the company's custom connectivity solutions are engineered to support multiple terabytes per second of low-latency data throughput. This advancement is anticipated to broaden Astera Labs’ footprint in next-generation heterogeneous AI infrastructure.

Enhancements Through New Technology

The upcoming custom connectivity solutions will leverage Astera Labs' extensive experience in delivering purpose-built connectivity options and the COSMOS software-defined architecture for leading hyperscalers and AI platform providers. The company's recent acquisition of photonic chiplet technology is expected to further solidify their commitment to providing comprehensive offerings for standard, custom, and hybrid AI infrastructure deployments.

According to Ashish Karandikar, Vice President of Engineering at NVIDIA, “NVLink Fusion, combined with Astera Labs’ purpose-built connectivity solutions, gives customers access to the industry’s best scale-up interconnect with NVLink in a proven rack-scale architecture.” This alignment enhances the options available to innovators looking to rapidly bring semi-custom AI systems to market with improved bandwidth and latency performance.

About Astera Labs

Astera Labs (NASDAQ: ALAB) specializes in delivering rack-scale AI infrastructure through targeted connectivity solutions. Collaborating closely with hyperscalers and ecosystem partners, Astera Labs strives to enable organizations to harness the full potential of contemporary AI technologies. Their Intelligent Connectivity Platform integrates various semiconductor technologies—including CXL®, Ethernet, NVLink, PCIe®, and UALink™—with the COSMOS software suite, creating cohesive systems that facilitate scale-up and scale-out connectivity.

Cautionary Note Regarding Forward-Looking Statements

This communication includes forward-looking statements pertaining to Astera Labs’ NVLink Fusion-based customized connectivity solutions and the anticipated impact on market needs. Such statements may employ terms like “aims,” “designed,” “expected,” and others to signify future intentions. However, readers should note that these predictions are subject to various risks and uncertainties that could significantly alter actual outcomes.