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Zacks.com on MSNAstera Labs' AI Infrastructure Demand Accelerates: More Upside Ahead?ALAB stock rises 26.2% in three months as AI interconnect demand and first-mover innovations boost its 2025 outlook.
Zacks.com on MSN17d
Astera Labs Leads in PCIe 6.0 & AI Connectivity: More Upside Ahead?Astera Labs is emerging as a leading name in AI data center connectivity with a full PCIe 6.0 stack and strong OEM ties, raising investor hopes for more upside ahead.
This includes co-packaged optics [CPO] and networking switches for AI infrastructure in collaboration with Nvidia (NVDA). This CPO ... realizing a strong ramp in 800G adoption.
Its work with Wistron on NVIDIA’s NVDA Blackwell-based MGX systems showcases ... modules reflects growing demand for CXL 3.0 and 400G/800G Ethernet. ALAB's Position in PCIe 6.0 and AI ...
In the datacenter business, this shift is part of a long trend, which now includes the move to 800G and then 1.6T transceivers ... of the roll-out by NVIDIA (NVDA) of AI 'factories' using CPO ...
Recent discussions on X about NVIDIA (NVDA) have centered around the company's latest earnings report and the impact of export restrictions on its revenue. Many users have highlighted the ...
NVIDIA Corporation (NASDAQ:NVDA) is set to launch a new AI chipset for China amid U.S. export curbs, Reuters reported on Saturday, with mass production likely to begin as early as next month.
NVIDIA Corporation (NASDAQ:NVDA)'s "current stock price balances the bull case and the bear case," Gil Luria, a stock analyst at investment bank DA Davidson, recently stated on CNBC. Nvidia ...
REX aims to capture a piece of the fast-growing single-stock ETF market as investors seek to ride NVDA's massive growth potential. The fund seeks to provide a combination of leveraged exposure and ...
Nvidia’s (NVDA) “new revenue sources” are causing the Street’s worries about NVDA stock to ease significantly, Matt Bryson, the Managing Director of Wedbush Securities, told Yahoo Finance ...
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