Astera Labs → NVIDIA
Yes, wafergraph tracks Astera Labs as a supplier of NVIDIA, as of 2026-09-16. NVIDIA sources from 104 tracked suppliers in this dataset; Astera Labs has only 2 tracked customers in this dataset. Demand-side concentration is high.
Data as of 2026-09-16 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Astera Labs (major in Design (Fabless)) is a tracked supplier of NVIDIA (leader in Design (Fabless)). Connectivity chips (retimers, CXL, PCIe switches) for AI servers. Dominant AI accelerator and GPU designer; also networking via Mellanox line. The edge is one of 104 tracked suppliers of NVIDIA and one of 2 tracked customers of Astera Labs.
Source: derived from both company records and the counted edges.
Concentration / risk note
Astera Labs has only 2 tracked customers in this dataset. Demand-side concentration is high.
Basis: few customers. Omitted on edges where the graph does not back a concentration claim.
The two companies
Astera Labs (supplier)
Connectivity chips (retimers, CXL, PCIe switches) for AI servers.
NVIDIA (customer)
Dominant AI accelerator and GPU designer; also networking via Mellanox line.
Other tracked suppliers of NVIDIA
Other tracked customers of Astera Labs
Cite as: wafergraph, “Astera Labs → NVIDIA — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/astera_labs/nvidia/ (data as of 2026-09-16).
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