Astera's solutions are also becoming mission-critical, as hyperscalers upgrade network infrastructure from 400-gigabits (400G) to 800-gigabits (800G) and even 1.6-terabits (1.6T). Since large amounts of data must be moved around to train and run complex AI models, data centers are increasingly opting for faster, low-latency, and higher-throughput networking solutionsThe company estimates that its addressable market will expand from $17.2 billion in 2024 to $27.4 billion in 2027. The company is also working ...

The California-based company also operates an Intelligent Connectivity Platform that combines hardware (retimers, switches, active cables, CXL controllers) with COSMOS software, which is used to monitor and optimize connections across entire AI racks. The hardware-software integration is becoming increasingly critical as hyperscalers expand their AI clusters. The company has also demonstrated PCIe Gen 6 interoperability with Nvidia's GPUs (including Blackwell architecture chips ), which has dramatically str ...