Astera Labs makes the connectivity chips that link AI accelerators inside data-centre racks, and demand pushed its revenue for the quarter ended 30 June 2026 up 104% year-on-year to $392.4 million
Astera Labs reported its revenue for the three months ending June 30, 2026, in its 10-Q filing with the SEC. The company's revenue was $392.4 million, which represents a 104% increase compared to $191.9 million for the same period in 2025. This growth was primarily due to increased unit shipments of its Aries, Scorpio, and Taurus products, and higher average selling prices.
Verified 2026-08-19
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Small connecting chips inside racks are growing alongside the main AI processors they serve.
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- Astera Labs, whose connectivity chips link accelerators inside rack-scale AI systems, reported third-quarter 2026 revenue of $584.9 million, up 154% year over year and 49% sequentially
- Cerebras Systems, which describes itself as the maker of the world's fastest AI infrastructure, reported for the quarter ended September 30, 2026 a record $141.9 million in GAAP cloud and other services revenue, up 265 percent year-over-year
- AMD's Data Center segment, which sells Instinct AI accelerators and EPYC server processors, posted third-quarter 2026 revenue of a record $8.5 billion, up 97% year over year
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