Astera Lab, Super Micro, and other OCP summits exude a positive atmosphere.
Neidham Astera Institute analyst N specifically noted that Astera's booth was 'full' for all three days, revealing benefits from recent adoption of Scorpio Fabric Switch Family. Quin Bolton said, 'The company's P Series switch family consists of 4-port, 64-lane PCIe Gen 6/5 switches, optimized to switch x16 lanes for AI head node applications, as written by Bolton in a note to clients. 'The X Series provides the best backend scale-up bandwidth supporting platform-specific customizations to enhance cluster performance from homogeneous GPU to GPU. While awaiting additional details on the upcoming X Series family that may be announced in the coming weeks, it is believed that the X Series switch has two branches. Bolton has a buy rating on Astera and raised the target price from $65 to $80, but the attachment rate for P Series switches is likely to be one-to-one with Nvidia (NVDA) Blackwell GPUs in servers, with the potential for opportunities to double to quadruple.' Bolton added, 'Based on conversations with Astera, management believes in the design victory for both the P and X series switches.'
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
