Astera Labs Expands Collaboration with NVIDIA to Advance NVLink Fusion Ecosystem
Rhea-AI Summary
Astera Labs (NASDAQ: ALAB) announced an expanded collaboration with NVIDIA to provide scale-up connectivity solutions for the new NVIDIA NVLink Fusion ecosystem. The company will integrate NVLink connectivity solutions into its Intelligent Connectivity Platform, enhancing options for hyperscalers deploying AI infrastructure. The platform combines PCIe, CXL, and Ethernet solutions with COSMOS software for optimized data center performance.
The collaboration builds on Astera Labs' history with NVIDIA, including recent achievements such as demonstrating the industry's first end-to-end PCIe 6 interoperability with Scorpio P-Series Fabric Switches, Aries 6 Retimers, and NVIDIA Blackwell GPU at GTC 2025. The partnership aims to address the growing demands of AI workloads, which require high bandwidth and low latency scale-up connectivity to synchronize hundreds of accelerators at rack-scale.
Positive
- Expansion into NVLink solutions broadens Astera Labs' market opportunity
- Demonstrated industry's first end-to-end PCIe 6 interoperability with NVIDIA Blackwell GPU
- Strategic collaboration with industry leader NVIDIA strengthens market position
- Enhanced solutions for hyperscalers could drive increased adoption
Negative
- None.
Insights
Astera Labs' NVIDIA NVLink partnership strategically positions them to capitalize on AI infrastructure growth with expanded connectivity solutions.
Astera Labs' expanded collaboration with NVIDIA represents a significant strategic advancement for the company's position in the AI connectivity market. By developing solutions for NVIDIA's NVLink Fusion ecosystem, Astera is addressing a critical bottleneck in AI infrastructure - the need for high-bandwidth, low-latency connections between accelerators for increasingly massive AI models reaching trillions of parameters.
This partnership builds upon an already established relationship, with Astera's Aries PCIe/CXL Smart DSP Retimers currently deployed across NVIDIA's Hopper architecture and HGX platforms. The company has demonstrated industry leadership with the first end-to-end PCIe 6 interoperability with NVIDIA's new Blackwell GPUs, showcasing their technical capabilities in next-generation connectivity.
The strategic value lies in how this partnership enhances Astera's Intelligent Connectivity Platform, which now spans PCIe, CXL, Ethernet, and soon NVLink technologies. This comprehensive portfolio positions Astera to serve hyperscalers regardless of which connectivity standard they choose for their AI infrastructure. For context, NVLink is NVIDIA's high-speed direct GPU-to-GPU interconnect technology, and NVLink Fusion represents its next evolution.
From a competitive standpoint, this collaboration reinforces Astera's prominent position in AI connectivity solutions, with early access to NVIDIA's roadmap allowing them to develop optimized solutions ahead of market demand. As AI models continue to grow exponentially, the ability to synchronize hundreds of accelerators efficiently becomes a differentiation point for hyperscalers building massive AI training systems.
NVLink connectivity solutions will further bolster Astera Labs’ Intelligent Connectivity Platform, expanding options for hyperscalers to deploy high-performance, scale-up networks
SANTA CLARA, Calif., May 19, 2025 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a global leader in semiconductor-based connectivity solutions for AI and cloud infrastructure, today announced it is collaborating with NVIDIA to provide scale-up connectivity solutions for the new NVIDIA NVLink Fusion ecosystem.
“We have a long history of early engagement and industry firsts with NVIDIA, and we are excited to continue this collaboration to advance the NVLink Fusion ecosystem,” said Sanjay Gajendra, President and COO, Astera Labs. “To keep pace with rapidly growing AI models which have reached trillions of parameters, AI infrastructure providers must adopt scale-up platforms that deliver both high performance and high efficiency. By adding NVLink solutions to our Intelligent Connectivity Platform, we will enhance optionality and time-to-market for our hyperscaler customers and expand our market opportunity.”
Next-generation AI workloads demand high bandwidth, low latency scale-up connectivity with native memory semantic support to synchronize hundreds of accelerators at rack-scale. Astera Labs’ NVLink solutions will expand its Intelligent Connectivity Platform, which seamlessly integrates PCIe®, CXL®, and Ethernet silicon and hardware solutions with its COSMOS (COnnectivity System Management and Optimization Software) suite for unparalleled data center visibility and optimized performance. This will empower hyperscalers to efficiently deploy heterogeneous compute-based AI infrastructure with NVIDIA GPUs and custom accelerators in their data centers.
“NVIDIA’s accelerated computing platform has been supported by Astera Labs for multiple generations, including HGX, MGX, and NVL72 with its PCIe connectivity solutions,” said Ashish Karandikar, Vice President of SoC Products, NVIDIA. “NVIDIA’s collaborations with industry leaders enable the NVLink Fusion ecosystem to deploy high-performance AI factories that can quickly scale and meet the demands of intensive workloads for model training and agentic AI inferencing.”
Astera Labs and NVIDIA’s deep collaboration extends over multiple generations of NVIDIA platforms, with Astera Labs’ Aries PCIe/CXL Smart DSP Retimers deployed in volume across NVIDIA Hopper and NVIDIA HGX platforms, and in hyperscalers’ customized NVIDIA rack-level solutions. Most recently, Astera Labs demonstrated the industry’s first end-to-end PCIe 6 interoperability with Scorpio P-Series Fabric Switches, Aries 6 Retimers and an NVIDIA Blackwell GPU at NVIDIA GTC 2025. Scorpio P-Series Fabric Switches have also been integrated with the NVIDIA MGX platform for PCIe 6-ready modular designs. Astera Labs looks forward to the addition of NVLink solutions to its scale-up connectivity portfolio, building on its tradition of delivering interoperable solutions that meet hyperscalers’ requirements for AI infrastructure.
Resources:
- Blog: Unlocking AI Performance: The Role of Scale-Up Interconnects in Accelerated Computing
- Press Release: Astera Labs Optimizes Connectivity for NVIDIA Blackwell-based MGX Platforms at Scale
- Video: Optimizing NVIDIA MGX Platforms with Scorpio Smart Fabric Switches
- Video: Industry’s First End-to-End PCIe 6 Interop with NVIDIA Blackwell
About Astera Labs
Astera Labs is a global leader in purpose-built connectivity solutions that unlock the full potential of AI and cloud infrastructure. Our Intelligent Connectivity Platform integrates PCIe®, CXL®, and Ethernet semiconductor-based solutions and the COSMOS software suite of system management and optimization tools to deliver a software-defined architecture that is both scalable and customizable. Inspired by trusted relationships with hyperscalers and the data center ecosystem, we are an innovation leader delivering products that are flexible and interoperable. Discover how we are transforming modern data-driven applications at www.asteralabs.com.
CONTACT: Lori Zielinski
lori.zielinski@asteralabs.com
FAQ
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