Astera Labs, Inc. (NASDAQ: ALAB) is a nuts-and-bolts AI play gaining traction. While it doesn’t make GPUs, it does make the products that connect them, including critical timers, switches, and controllers that help eliminate data bottlenecks. Unlike other connectivity plays, this one focuses on what goes inside the server, and its products have advantages, as evidenced by the demand for Aries Smart DSP retimers. They are the industry standard, ensuring data integrity between GPUs and CPUs over long distances, and there are many GPUs and CPUs to connect.
