Astera Labs reported that multiple hyperscale cloud providers have initiated tests of its UALink™ interconnect technology for AI scale-up deployments. Company executives disclosed that these evaluation projects encompass over 10 petaflops of aggregate compute capacity, with trial phases covering both CXL-based memory pooling and NVLink interconnect scenarios. Management forecasts that volume shipments tied to UALink trials could begin generating material revenue in the second half of 2026, with design wins already secured for at least three major data center builds slated for initial deployment in Q4 2026.

The company’s Intelligent Connectivity Platform, which integrates UALink with PCIe®, Ethernet and COSMOS software, has secured six new ecosystem partnerships in the last quarter. These collaborations extend Astera Labs’ reach into advanced GPU-accelerated AI clusters and emerging edge-AI nodes. Analysts estimate this broad portfolio could address a total market opportunity exceeding $5 billion by 2028, driven by demand for scale-out AI training and inference solutions across hyperscalers, enterprise and telecommunications segments.

Astera Labs confirmed presentations at the 28th Annual Needham Growth Conference in New York on January 14, 2026 at 10:15 a.m. ET and the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 3, 2026 at 1:05 p.m. PT. Both sessions will be webcast live via the company’s investor relations website. Management indicated these events will include updated forecasts for UALink product ramps, a detailed revenue outlook for 2026–2027 and a live demonstration of upcoming COSMOS software enhancements.

In its latest internal guidance, Astera Labs projects 2026 revenue growth of 150% year-over-year, driven primarily by initial UALink deployments. The company has also targeted a gross margin expansion of 500 basis points, reflecting economies of scale in its semiconductor assembly processes and tighter sourcing agreements with strategic foundry partners. Operating expense leverage is expected to improve as R&D spending growth moderates to single-digit percentages while sales and marketing investments align with the commercial launch cadence.