COMPANIES · AI CHIPS & NETWORKING
Astera Labs
Provides semiconductor and software connectivity products for rack-scale AI systems.
Provides semiconductor and software connectivity products for rack-scale AI systems.
Its connectivity chips help solve the data-movement bottlenecks that emerge when thousands of AI accelerators are wired together in a single rack-scale system.
Sells connectivity semiconductors and software used in AI server racks.
United States
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Connections (8)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (4)
Source: 2025-11-18 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Azure M-series with Leo CXL controllers was in private preview as of this release, not general availability; does not establish deal value or exclusivity.
Astera Labs' Leo CXL Smart Memory Controllers on Microsoft Azure M-series Virtual Machines Overcome the Memory Wall ↗Source: 2025-10-13 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Confirms a UALink engineering collaboration; does not establish shipping volumes or which specific rack deployments use both companies' products.
Astera Labs Showcases Rack-Scale AI Ecosystem Momentum at OCP Global Summit ↗Source: 2025-05-19 · reviewed 2026-09-20
Evidence: Primary-source statement · Ongoing, expanding technical collaboration
Limits: Describes a technical/product collaboration announced by Astera Labs; does not disclose commercial terms, revenue share, or exclusivity.
Astera Labs Expands Collaboration with NVIDIA to Advance NVLink Fusion Ecosystem ↗Source: Source undated · reviewed 2026-09-20
Evidence: Primary-source statement · Current, in-market Azure VM offering
Limits: Confirms Astera Labs' controllers are used in a specific Azure VM family; does not disclose deal value, purchase volume, or exclusivity.
Astera Labs' Leo CXL Smart Memory Controllers on Microsoft Azure M-series Virtual Machines Overcome the Memory Wall ↗Dated or announced (2)
Source: 2026-08-04 · reviewed 2026-09-22
Evidence: Primary-source statement · Announced
Limits: The earnings release does not disclose the warrant's share count, strike price, vesting terms or dollar value.
Astera Labs Reports Second Quarter 2026 Financial Results ↗Source: 2026-07-27 · reviewed 2026-09-22
Evidence: Primary-source statement · Announced
Limits: Explicitly a passive investment disclosure -- the filing states the shares were not acquired to influence control of the company; this is portfolio ownership, not a strategic or commercial partnership.
BlackRock reports 7.4% stake in Astera Labs | ALAB SEC Filing - Schedule 13G/A ↗Comparisons (2)
Source: 2024-03-17 · reviewed 2026-09-22
Evidence: Analytical comparison · Ongoing market competition
Limits: Reflects a 2024 market-structure analysis at the time of Astera Labs' IPO; does not reflect any later shift in relative market share.
Astera Labs IPO - The Next Connectivity Superhero or Steamrolled By Competition? ↗Source: 2024-03-17 · reviewed 2026-09-22
Evidence: Analytical comparison · Ongoing market competition
Limits: Reflects a 2024 market-structure analysis; the reported rejected acquisition offer is not independently confirmed by either company in this source.
Astera Labs IPO - The Next Connectivity Superhero or Steamrolled By Competition? ↗Astera Labs investor relations ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .