Astera Labs
Astera Labs grew 92% YoY to $852M in FY2025 with Nvidia platforms as primary driver. NVLink Fusion custom solutions add a new revenue layer beyond PCIe retimers; Nvidia is the dominant customer though Astera is actively diversifying.
Providing scale-up connectivity silicon and custom NVLink Fusion solutions for Nvidia AI infrastructure; demonstrated first PCIe 6 interoperability with Blackwell GPU at GTC 2025
Notes
Confirmed by both Nvidia NVLink Fusion press release and Astera Labs' own IR press releases. Expanded custom connectivity solutions announced December 2025.
Milestones
- Astera Labs demonstrates first PCIe 6 interoperability with Nvidia Blackwell at GTC 2025
Astera Labs' Scorpio P-Series Fabric Switches and Aries 6 Retimers achieve the industry's first end-to-end PCIe 6 interoperability with an Nvidia Blackwell GPU, deployed across Hopper and HGX platforms.
→ www.asteralabs.com - Astera Labs joins Nvidia NVLink Fusion ecosystem as founding connectivity partner
Astera Labs named founding NVLink Fusion partner providing scale-up connectivity solutions; collaboration expands from PCIe retimers to custom NVLink-native connectivity silicon.
→ ir.asteralabs.com - Astera Labs expands into custom NVLink connectivity solutions for hyperscalers
Astera Labs announces custom connectivity solutions co-developed with hyperscaler partners to support NVLink connectivity, extending the NVLink Fusion ecosystem beyond standard silicon.
→ ir.asteralabs.com