Why Astera Labs Wins AI’s Bottleneck (NASDAQ:ALAB)
Astera Labs (ALAB) is positioned to benefit from the growing bottlenecks in AI infrastructure, specifically connectivity and power efficiency, as highlighted at CES 2026. The company's focus on photonics and interconnect strategies aligns with industry trends such as Nvidia's Rubin platform and AMD's Helios architecture. While ALAB stock trades at a high forward P/E, successful execution of its upcoming projects could justify its valuation through significant revenue growth.
https://seekingalpha.com/article/4861285-why-astera-labs-wins-ai-bottleneck