Astera Labs

Overview

Global semiconductor company providing hardware and software solutions for AI and cloud infrastructure.
Mission: innovate, design, and deliver semiconductor-based connectivity solutions to maximize the potential of cloud and AI infrastructure.
Core offering: an Intelligent Connectivity Platform that pairs high-speed, mixed-signal connectivity products with COSMOS, a software suite embedded in connectivity products and integrated into customers’ systems.
The platform addresses data, network, and memory bottlenecks to enable high-performance cloud and AI infrastructure at scale.
Products ship in multiple form factors: integrated circuits (ICs), boards, and modules.
The software-defined platform delivers performance, flexibility, customization, observability, and predictive analytics.
Partnerships and go-to-market activities rely on established relationships with hyperscalers and collaboration with data center infrastructure suppliers.
COSMOS enables configuration, management, monitoring, optimization, troubleshooting, and customization across the platform.

Combines semiconductor-based connectivity products with the COSMOS software suite.
Designed for cloud-scale AI workloads with diverse performance and configuration requirements.
Integrates onboard microcontrollers and sensors within connectivity products to support observability and predictive analytics.
Supports customer customization and system-level integration.

All products support industry-standard protocols: PCIe, Ethernet, and Compute Express Link (CXL).
Aries retimers increase PCIe/CXL bandwidth and reduce latency by digitally recovering degraded high-speed signals, extending reach and improving interconnect performance.
Aries Smart Cable Modules pair Aries retimer ICs with peripheral components for various cable configurations, including paddle cards for Active Electrical Cable assemblies.
Taurus modules extend Ethernet signaling reach at higher data rates for rack-level connectivity.
Leo ICs and boards address memory bandwidth and capacity constraints, enabling memory sharing and pooling over high-speed links.
Scorpio scalable fabric switches are designed for AI platforms, with CSI variants (P-Series for PCIe Gen 6.0, X-Series for GPU clustering) and COSMOS integration.

Embedded in ICs, boards, and modules, with components that also run on customers’ operating systems.
Interfaces with COSMOS components on onboard microcontrollers.
Primary capabilities:
- Link management
- Fleet management
- Reliability, availability, and serviceability (RAS)
Enables configuration, management, monitoring, optimization, troubleshooting, and hardware customization.

Customers include major hyperscalers, leading AI accelerator vendors (including GPU vendors), and system OEMs.
Works with customers’ manufacturing and design partners and maintains interoperability with data-center infrastructure suppliers.
Operates an Interop Lab to validate compatibility and performance with third-party products early in development and to provide early interoperability reports.
Go-to-market channels:
- Direct sales to customers
- Sales through distributors (primarily for fulfillment and logistics)
Customer categories:
- End customers (primarily hyperscalers and system OEMs)
- End customers’ manufacturing partners
- Distributors
Engages closely with customers and their suppliers to influence sourcing decisions and system designs.

Targets trends driving AI and cloud infrastructure: growing cloud adoption, increasing complexity of AI workloads, and the need for purpose-built connectivity to interconnect GPUs and accelerators at cloud scale.
The platform improves data throughput, reduces latency, extends interconnect reach, and optimizes energy efficiency and uptime for AI infrastructure.