⚔️ 90: Astera Labs vs Marvell
Stock Battle — who wins the race to dominate AI infrastructure?
Every three weeks, we host a Stock Battle on our X page between two competing companies. Which one is the favorite among our followers? And find out which one we believe has the stronger fundamentals.
This round brings you Astera Labs vs. Marvell Technologies — two key players in the AI & Data infrastructure space: Marvell, a veteran chipmaker powering hyperscaler data centers, and Astera, a fast-growing specialist in connectivity and CXL.
Who wins this battle for the future of AI infrastructure?
Astera Labs and Marvell Technologies both power the future of AI and data — but in different ways.
Astera Labs was founded in Silicon Valley in 2017 to solve a growing challenge: moving data quickly and efficiently between chips in AI hardware. Its products help connect CPUs, GPUs and memory using advanced technologies like CXL and PCIe — making sure data gets where it needs to go, with minimal delay. Astera’s chips are already being used by major cloud providers and AI hardware makers, including Microsoft Azure, Nvidia, and Intel. The company went public on Nasdaq in 2024 and continues to grow fast as AI demand surges.
Marvell Technologies is a more established player. It was founded in 1995 and started in storage chips, but today it’s known for custom silicon, networking, and data center infrastructure. Under CEO Matt Murphy, Marvell shifted its focus to cloud and AI. It now works with some of the biggest tech companies in the world, supplying custom chips and high-speed networking gear for AI workloads at scale.
Astera is a focused specialist in high-speed connectivity and memory access inside AI systems, while Marvell offers a broader range of solutions — from custom chips to networking — that power full data centers, backed by deep industry partnerships.
Both are betting big on the future of AI, but from very different positions. Marvell is the more experienced giant, while Astera is a smaller challenger that’s growing fast.
We asked our followers which company they prefer for the long run — and the result was clear:
With 60% of the votes, you crowned Astera Labs as the winner of this stock battle! 👑
Curious which company we believe is the better choice — and how they score on our 0–100 fundamentals scoring framework?
Read the full comparison below — exclusive to our paid members 👇
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