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Astera Labs: From the Tray to the Rack, and What Comes After

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Astera Labs built a $1B business on PCIe retimers inside the server tray. Scorpio switches take that IP into the rack, and should be their largest product line by the end of 2026. Trainium 4 instead uses NVLink Fusion, not PCIe. We cover the switch specs against Broadcom and Marvell, the AWS warrants, and where NVLink Fusion and UALink leave Astera.
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Contents

Contents:

  • Why it makes sense to go from PCIe retimers to switches

  • What the choice of PCIe means as a protocol for scale-up

  • Comparison of PCIe switches from Astera Labs, Broadcom, and Marvell

  • How AWS warrants play into their relationship with Astera Labs

  • What the move to NVLink Fusion in Trainium 4 means for Astera Labs

  • Why UALink and its adoption defines the future of Astera Labs

Astera Labs_ From the Tray to the Rack, an - Vikram Sekar.pdf
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