AISeeking Alpha1 day ago
Astera Labs Builds AI Rack Nervous System
1 min read
Astera Labs is shifting from a retimer supplier into the connectivity fabric layer for AI racks. The company reports 76% gross margins and a shrinking GAAP/non-GAAP gap. Amazon's $6.5B warrant deal creates a demand moat. The stock trades at ~28x NTM versus a 26.6x peer median.
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