ALAB Benefits From Strong UALink Growth: Will the Momentum Continue?

Key Takeaways ALAB is seeing rising UA Link interest, with hyperscalers and AI firms in active RFP and RFQ stages. UALink supports high-bandwidth, low-latency scale-up for AI clusters using Astera Labs' fabric design. ALAB expects UA Link to boost PCIe scale-up revenue, with a multibillion-dollar opportunity by 2029. Astera Labs (ALAB) is benefiting from strong growth in UALink, an open standard scale-up connectivity protocol designed to address the increasing demands of AI infrastructure. UALink combines t ...