Astera Labs Maps Rack-Scale AI Roadmap at Needham Conference, Sees Scale-Up Switching Momentum [Yahoo! Finance]
Astera Labs, Inc. (ALAB)
Company Research
Source: Yahoo! Finance
roadmap for rack-scale AI infrastructure during a fireside chat at Needham's 28th Annual Growth Conference, highlighting accelerating customer engagement in scale-up switching, continued strength in PCIe retimers, and preparations for future optical connectivity. Co-founder and CEO Jitendra Mohan said Astera Labs' founding vision has been to provide “all of the connectivity infrastructure” customers need, noting that the basic unit of AI compute is shifting from a server to a full rack. He described Astera's role as supplying the switching, signal conditioning, and software needed to connect GPUs and other accelerators at rack scale. ? Inside D-Wave's Major Acquisition—What Changes for Investors Are These 3 Beaten-Down Stocks Ready to Rebound? Mohan detailed Astera's major product families: Scorpio P and Scorpio X fabric switches: Scorpio P targets PCI Express connectivity (typically scale-out), while Scorpio X targets GPU-to-GPU scale-up connectivity. Aries retimers: Depl
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News
- Astera Labs (NASDAQ:ALAB) was upgraded by analysts at Royal Bank Of Canada to a "moderate buy" rating.MarketBeat
- Astera Labs, Inc. (ALAB): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Astera Labs (NASDAQ:ALAB) was given a new $165.00 price target on by analysts at Barclays PLC.MarketBeat
- Astera Labs (NASDAQ:ALAB) Is Looking To Continue Growing Its Returns On Capital [Yahoo! Finance]Yahoo! Finance
- Astera Labs (NASDAQ:ALAB) is now covered by analysts at Royal Bank Of Canada. They set an "outperform" rating on the stock.MarketBeat
ALAB
Earnings
- 11/4/25 - Beat
ALAB
Sec Filings
- 1/6/26 - Form 4
- 1/2/26 - Form 144
- 12/3/25 - Form 4
- ALAB's page on the SEC website