智通财经网·2025-10-15 00:40Group 1 - Oracle's cloud infrastructure (OCI) will deploy 50,000 AMD's upcoming MI450 AI chips starting in Q3 2026, marking a significant advancement in AMD's GPU technology [1] - The MI450 will be integrated into Oracle's Helios server rack system, aiming to compete with NVIDIA's next-generation "Vera Rubin" AI chips [1] - Following the announcement, Astera Labs' stock fell by 19%, reflecting market concerns about competition in the AI infrastructure space [1] Group 2 - Morgan Stanley indicated that Intel and NVIDIA's collaboration could significantly impact Astera Labs, raising concerns about the potential replacement of traditional PCIe connections with NVLink in the x86 domain [2] - Astera Labs showcased its AI infrastructure connection solutions, compatible with various standards including PCIe, UALink, Ethernet, CXL, and OpenBMC [2] - Bank of America initiated coverage on Astera Labs with a "neutral" rating and a target price of $230, citing the company's potential to benefit from AI market growth, despite concerns over its high valuation after a 160% increase in stock price over the past year [2]