Astera Labs Collaborates with NVIDIA to Enhance NVLink Fusion Ecosystem for High-Performance AI Infrastructure

Astera Labs partners with NVIDIA to enhance scale-up connectivity for the NVLink Fusion ecosystem, improving AI infrastructure performance.

Quiver AI Summary

Astera Labs, Inc. has announced a collaboration with NVIDIA to enhance connectivity solutions for the new NVIDIA NVLink Fusion ecosystem, aiming to support the growing demands of AI infrastructure by providing high-performance and efficient scale-up platforms. Sanjay Gajendra, President and COO of Astera Labs, emphasized the importance of this partnership in addressing the needs of AI infrastructure providers dealing with expansive AI models. The integration of NVLink solutions into Astera Labs' Intelligent Connectivity Platform will allow for improved deployment of AI workloads, enabling hyperscalers to effectively use NVIDIA GPUs and custom accelerators. This collaboration continues a long-standing relationship between the two companies, with Astera Labs playing a significant role in previous NVIDIA platforms and demonstrating advanced interoperability at recent industry events.

Potential Positives

Collaboration with NVIDIA to enhance the NVLink Fusion ecosystem demonstrates Astera Labs' commitment to innovation in high-performance AI infrastructure.
Expansion of the Intelligent Connectivity Platform with NVLink solutions positions the company to better meet the growing demands of hyperscalers for AI workloads.
Astera Labs' successful history of interoperability with NVIDIA's platforms, including the demonstration of industry-first end-to-end PCIe 6 interoperability, strengthens its competitive edge in the market.
This partnership enhances Astera Labs' market opportunity by addressing industry needs for efficient scale-up connectivity solutions.

Potential Negatives

The reliance on a partnership with NVIDIA may indicate a lack of independent capabilities or innovation within Astera Labs, raising concerns about its long-term competitiveness.
The announcement primarily focuses on collaborations and integrations, which may detract attention from any standalone advancements or new products developed by Astera Labs.

FAQ

What is the collaboration between Astera Labs and NVIDIA about?

Astera Labs is collaborating with NVIDIA to enhance scale-up connectivity solutions for the NVLink Fusion ecosystem, supporting AI infrastructure.

How will Astera Labs' NVLink solutions benefit AI infrastructure?

The NVLink solutions will improve performance and efficiency for hyperscalers deploying AI infrastructure with NVIDIA GPUs and custom accelerators.

What technologies are integrated into Astera Labs' Intelligent Connectivity Platform?

The platform integrates PCIe®, CXL®, Ethernet solutions, and the COSMOS software suite for optimized data center performance.

What recent achievements did Astera Labs demonstrate at NVIDIA GTC 2025?

Astera Labs showcased the industry’s first end-to-end PCIe 6 interoperability with NVIDIA Blackwell GPUs and Scorpio P-Series Fabric Switches.

How does Astera Labs support the demands of next-generation AI workloads?

Astera Labs' solutions provide high bandwidth and low latency scale-up connectivity, essential for synchronizing hundreds of accelerators at rack-scale.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$ALAB Congressional Stock Trading

Members of Congress have traded $ALAB stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $ALAB stock by members of Congress over the last 6 months:

REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 02/27, 02/18.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$ALAB Insider Trading Activity

$ALAB insiders have traded $ALAB stock on the open market 181 times in the past 6 months. Of those trades, 0 have been purchases and 181 have been sales.

Here’s a breakdown of recent trading of $ALAB stock by insiders over the last 6 months:

JITENDRA MOHAN (Chief Executive Officer) has made 0 purchases and 36 sales selling 920,110 shares for an estimated $85,692,351.
MICHAEL TRUETT TATE (Chief Financial Officer) has made 0 purchases and 25 sales selling 517,672 shares for an estimated $52,235,439.
SANJAY GAJENDRA (See Remarks) has made 0 purchases and 16 sales selling 515,680 shares for an estimated $43,231,779.
STEFAN A DYCKERHOFF has made 0 purchases and 22 sales selling 249,074 shares for an estimated $23,295,285.
MANUEL ALBA has made 0 purchases and 57 sales selling 237,000 shares for an estimated $20,979,933.
MICHAEL E. HURLSTON has made 0 purchases and 13 sales selling 69,953 shares for an estimated $6,963,132.
PHILIP MAZZARA (General Counsel and Secretary) has made 0 purchases and 7 sales selling 60,049 shares for an estimated $5,294,993.
JACK R LAZAR has made 0 purchases and 5 sales selling 5,000 shares for an estimated $458,450.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$ALAB Hedge Fund Activity

We have seen 249 institutional investors add shares of $ALAB stock to their portfolio, and 242 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ALLIANCEBERNSTEIN L.P. added 4,478,741 shares (+114.2%) to their portfolio in Q1 2025, for an estimated $267,246,475
ATREIDES MANAGEMENT, LP added 2,815,614 shares (+153.3%) to their portfolio in Q1 2025, for an estimated $168,007,687
INTEL CORP removed 2,573,683 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $340,884,313
INVESCO LTD. removed 2,180,913 shares (-53.7%) from their portfolio in Q1 2025, for an estimated $130,135,078
BLACKROCK, INC. removed 2,002,000 shares (-30.1%) from their portfolio in Q1 2025, for an estimated $119,459,340
JENNISON ASSOCIATES LLC removed 1,736,440 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $103,613,374
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,674,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $99,887,580

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$ALAB Analyst Ratings

Wall Street analysts have issued reports on $ALAB in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Roth Capital issued a "Buy" rating on 05/07/2025
Barclays issued a "Overweight" rating on 05/07/2025
Morgan Stanley issued a "Overweight" rating on 12/20/2024
Evercore ISI issued a "Outperform" rating on 12/03/2024

To track analyst ratings and price targets for $ALAB, check out Quiver Quantitative's $ALAB forecast page.

$ALAB Price Targets

Multiple analysts have issued price targets for $ALAB recently. We have seen 3 analysts offer price targets for $ALAB in the last 6 months, with a median target of $80.0.

Here are some recent targets:

Mehdi Hosseini from Susquehanna set a target price of $80.0 on 05/16/2025
Suji Desilva from Roth Capital set a target price of $100.0 on 05/07/2025
Tom O'Malley from Barclays set a target price of $75.0 on 05/07/2025

Full Release

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.

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About Astera Labs
Astera 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 Zielinski
[email protected]