Midnight MarketsV1.0
⚠ Not financial adviceNot financial advice. Independent research, not investment recommendations. The author and website make no representation as to accuracy or completeness. Do your own due diligence before acting on anything you read here. Read the full disclaimer →
The Wires & Switches — Networking & Connectors · AI Chain

ALAB

Astera Labs
loading…
History0 bars

PCIe Gen 6 retimer monopoly + Scorpio scale-up fabric

What they do

Astera Labs makes the 'glue chips' that connect GPUs to each other and to memory inside an AI rack — including PCIe retimers (which boost signal strength so the chips can actually talk) and the new Scorpio fabric switches. Q1 2026 sales were $308M, up 91% YoY. Their 320-lane Scorpio X-Series is shipping to hyperscalers now.