Astera Labs CEO: ‘We Could Be The Broadcom’ Of CXL Solutions
The California-based chip connectivity firm has seen growth every quarter after investing in emerging semiconductor technology.
How do you see emerging technology developing in the future?
Overall, I would say that the cloud and data center market is the safest place to be right now. They will continue to grow over the longer term… the move to cloud for compute, there’s no stopping it simply because the pace at which the AI models are growing. The model complexity doubles every three to four months. There is no way that any data center can keep up. You need to have the scale of the cloud service providers to be able to do that… As consumers, we’ve gotten used to these things – if Netflix doesn’t recommend the right movie, I look at Netflix and say, ‘What are you doing?’ If Alexa, or Google Home – if they don’t understand my voice properly, I’m not going to be happy about it. That’s the fundamental shift – the expectation of the customers. This will continue to drive a lot of growth in the AI space. And that can only happen in the cloud.
Why should channel partners choose to partner with you over competitors?
It works out to be what the end customer wants. We do what the customer wants and the channel will do what the customer wants. And certainly, we built products that we hoped our customers will truly benefit from. And at the same time, I think we work very well with our channel partners. We are all in this together. If we don’t succeed, they don’t succeed and if they don’t succeed, we don’t succeed. That’s the approach we’ve taken with our channel partners and with our vendors and I would say this is one of the reasons that we have been as successful as we have. When we started, we had 15 people (in the company), we’re now just shy of 200 people. We could not have done it if we did not stand on the shoulders of giants.