Senior Principal Technologist

AI Your Way. Purpose-built rack-scale connectivity. Paroma Sen, VP, Corporate Marketing This week I will complete 850 days at Astera Labs. It is significant because the same day I will fly out to be part of the A-team representing its beloved company at Computex in Taiwan. The past few weeks and months have been characterized by a flurry of activity with a massive product launch, various public facing events, growth manifested in expansion along every direction, from physical locations across countries to resourcing and infrastructure, tooling and process. And yes, the results in terms of revenue and market acceptance have been exciting beyond imagination. As Astera Labs, Inc. now stand on the cusp of scaling to the next frontier, I have the privilege of introducing to you its new positioning. But the word "positioning" doesn't quite do justice to the true meaning of what this stands for - an approach, a culture, a desire for excellence, a philosophy of what its company means to its customers, partners, employees, and the ecosystem at large. The words "AI Your Way" are directed at its customers and ecosystem. It evokes the idea of democratization of various paths and approaches in delivering AI to the world, and the commitment of Astera Labs to continue to partner with everyone, regardless of their choice of approach, to deliver the best outcomes possible in the mission to delivering AI at scale. The second part of the statement defines its approach to AI outcomes - solutions that are purpose-built and optimized for AI workloads. 'Rack-scale connectivity' speaks to its vision of delivering complete connectivity solutions for the whole rack. Now let's go through the 7-layer tiramisu diagram below, created to explain its approach. Starting at the bottom: 7) Astera Labs, Inc. offer connectivity solutions spanning both copper and optical media. Its retimer solutions are available in smart cable module options, allowing seamless connectivity between servers and between racks, without compromising signal integrity. Astera Labs, Inc. has also progressively showcased its optical technology, for reach extension from rack-to-rack, and across the data center. This roadmap continues to evolve - watch this space for more on this exciting area of development! 6) Astera Labs, Inc. support multiple interconnect protocols including PCIe(R), UALink(TM), CXL(R), Ethernet and NVLink(TM) Fusion, ensuring that its products support both standard and platform-specific protocols for a variety of customer design choices. 5) Its products span a whole host of solution areas, growing in complexity and scale. Beginning its journey with retimers, Astera Labs, Inc. has grown quickly to include gearboxes, memory controllers, and most recently a whole portfolio of fabric switches. Astera Labs, Inc. has also introduced a Custom Solutions portfolio - more to come on this! 4) Its solutions are presented with an end-to-end stack approach, which Astera Labs, Inc. call the Intelligent Connectivity Platform. This includes not just silicon, but also modules, systems at the server and rack level, and software and services to tie it all together and help customers accelerate their time-to-market. 3) Its COSMOS software suite doesn't just provide firmware that helps its silicon products run seamlessly, but it comes with APIs and tools that allow for unprecedented observability and platform-specific performance management of its solutions, and the systems they belong to. 2) Its solutions support all kinds of diverse workloads, including inference and training. Astera Labs, Inc. create purpose-built connectivity solutions which cater to both compute-intensive as well as memory-intensive AI workloads. 1) At the very top of the tiramisu stack, you will see what Astera Labs, Inc. consider as its ultimate deliverables to the world of AI. AI that is performant and efficient. AI that is secure and reliable. AI Your Way. Ultimately, regardless of your choice of accelerator, open standard-based vs custom architecture, choice of interconnect protocol, choice of physical media like optical or copper, and so on, Astera Labs is the partner of choice for your journey to delivering AI at scale. Its approach has been described as the "Switzerland of AI connectivity." Astera Labs, Inc. is not about betting on a one-horse race, swayed by the winds of hype-cycle performance. Its strategy was designed for robustness across time, and embracing the velocity of technology evolution, Astera Labs, Inc. is prepared for the future, working relentlessly to execute at scale. As my 850th day at this company rolls around, I can't wait to bring more of its amazing products to market. Astera Labs is here to stay and win the AI connectivity mission. AI Your Way. Come, partner with Astera Labs, Inc. - and land your opportunity to get on the tiramisu train!

Astera Labs has raised $120 million in a Series C round, valuing the semiconductor connectivity solutions provider at $1.45 billion. Ribbit Capital led the investment, with participation from Sequoia, Kleiner Perkins, and new backer Emerson Collective. The company reported fourth-quarter revenue of $270.6 million, up 17% sequentially and 92% year-over-year. Full-year 2025 revenue reached $852.5 million, a 115% increase from 2024. Non-GAAP earnings per share of $0.58 exceeded consensus estimates by 35%. Astera Labs designs connectivity solutions for cloud and AI infrastructure, with strong demand for its Taurus PCIe/CXL products and Scorpio switchable fabric solutions. The company projects a $25 billion addressable market over five years. Its shares traded at $112.47 as of 27 March, with 52 hedge funds holding positions.