Astera Labs ALAB is seeing strong momentum from its Scorpio product lineup, which is becoming a major contributor to revenue growth as AI infrastructure spending increases. The Scorpio family, including the P-Series and X $TWTR-Series products, is designed to support large-scale AI networking while addressing the growing complexity of AI data centers.
During the first quarter of 2026, PCIe Gen 6 products, which mainly include Scorpio P-Series and X-Series offerings, generated more than one-third of the company’s total revenues, making them the fastest-growing part of Astera Labs’ business. The company expects Scorpio to become its largest product category by the end of 2026, driven by increasing production volumes and customer deployments.
ALAB expects its growth to accelerate in the second half of 2026. The newly introduced Scorpio X-Series 320-lane switch has already entered early production shipments. Broader deployments of Scorpio P-Series products to multiple hyperscale customers are expected later this year and into 2027. The X-Series switch improves AI cluster performance through low-latency architecture, reduced communication hops, Hypercast and in-network compute capabilities, helping improve GPU efficiency.
Astera Labs is expanding the Scorpio roadmap with larger radix configurations, optical connectivity and enhanced compute features. Supported by its COSMOS software platform, the company aims to capitalize on the rapidly growing AI scale-up networking market, which it estimates could reach $20 billion by 2030. With increasing adoption across hyperscalers and AI deployments, Scorpio is expected to remain a key long-term growth driver for Astera Labs.
The company guidance and broader industry trends suggest that Scorpio will play a major role in Astera Labs’ expected second-quarter revenues of $355-$365 million, driven by continued growth in AI data center spending.