Computing Interconnects
Astera Labs
Astera Labs is a semiconductor connectivity company whose Intelligent Connectivity Platform (PCIe retimers, smart cable modules, and fabric switches) links GPUs, memory and networking components inside AI server racks, transitioning from a PCIe-retimer supplier into an integral rack-level connectivity provider for NVIDIA's AI server architecture. Q1 2026 revenue hit a record $308.4 million, up 93% year-over-year, with 76.4% non-GAAP gross margin, driven by its new Scorpio X-Series 320-lane AI scale-up fabric switch and rising silicon dollar content per XPU exceeding $1,000.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 81% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Astera Labs, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Astera Labs investor relations / Q1 2026 earnings release — Astera Labs posts record Q1 2026 revenue of $308.4 million, up 93% year-over-year78% source confidence
- Futurum Group — Astera Labs co-develops NVLink Fusion connectivity devices with NVIDIA70% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Astera Labs depends on below, and who depends on Astera Labs above — click any node to make it the new center, 3 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.