Key Takeaways ALAB is seeing strong demand for PCIe 6, Ethernet, and fabric switches across AI infrastructure builds. ALAB expects UA Link and custom connectivity solutions to unlock new growth in next-gen AI systems.AVGO is benefiting from booming AI networking demand and a $73B AI-related order backlog.Astera Lab (ALAB) and Broadcom (AVGO) are major players in the AI infrastructure market, specifically in high-speed connectivity solutions like PCIe and CXL retimers and switches. While Astera Labs focuses ...