Astela Lab, Super Micro, and other OCP Summits exude a positive atmosphere.
Niedam Astela Institute analyst N, Astela has specifically noted that their booth was "full" for all 3 days, revealing the benefits of the recent introduction of the Scorpio Fabric Switch family. Quin Bolton said, "The company's P Series switch family is composed of 4-port, 64-lane PCIe Gen 6/5 switches, optimized to switch x16 lanes for AI head node applications," as written in a memo to clients. "The X Series provides the best backend scale-up bandwidth supporting platform-specific customizations to improve performance from homogeneous GPU to GPU clusters. Additional details on the upcoming X Series family that may be announced in the next few weeks are awaited, but it is believed that the X Series switches will have 2 branches. Bolton holds a buy rating on Astela and has raised its target price from $65 to $80, but the attachment rate for P Series switches is likely to be 1 to 1 for Nvidia (NVDA) Blackwell GPUs within servers, with the opportunity expected to double or quadruple."Based on conversations with Astela, management is confident of design victories in both the P and X Series switches," Bolton added.
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