Astera Labs reports that multiple hyperscale customers, including three of the top five global cloud providers, have initiated tests of its UALink™ high-speed interconnect technology throughout Q4 2025. Company engineers logged over 1,200 hours of lab validation on UALink’s performance under real-world rack-scale AI workloads, achieving sub-100-nanosecond latency and sustained throughput above 450 GB/s. These trials represent the most extensive customer proof points to date for Astera’s Intelligent Connectivity Platform, positioning UALink as a cornerstone for next-generation AI systems.

Based on current engagement levels, Astera Labs forecasts the first meaningful UALink product shipments to commence in mid-2026, generating an initial revenue stream projected at $15–$20 million in the second half of the year. This marks a departure from the company’s prior revenue base, which was driven primarily by PCIe® and CXL® modules. Management highlighted that UALink’s ASP (average selling price) sits approximately 25% above those of competing solutions, supporting gross margin expansion targeted at 58–60% once volumes exceed 1,000 units per quarter.

Astera Labs confirmed its participation at two major investor events in Q1 2026: the 28th Annual Needham Growth Conference in New York on January 14 (presentation at 10:15 am ET) and the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 3 (presentation at 1:05 pm PT). Both sessions will be webcast live via the company’s investor relations website. Management plans to provide updated metrics on prototype deployments and discuss roadmap milestones for COSMOS software integration during these presentations.