Another interesting and thought provoking article. You made a similar “software” angle argument on your Credo write up. In your opinion, how do Credo and Astera Labs measure against each other?
Both Credo and Astera Labs are trying to move beyond “plumbing” into platform territory, but from different layers of the AI stack. Astera plays inside the server (PCIe/CXL fabrics, memory controllers), while Credo connects nodes between servers (AECs, optical DSPs).
Software-wise, Credo’s PILOT is more front-and-center—aiming for predictive telemetry and recurring value. Astera’s COSMOS is quieter but deeply integrated, especially in CXL and PCIe fabrics.
Credo may be ahead on platform narrative, but Astera likely captures more system-level control long term. Both are chasing the “Cisco of AI infrastructure” prize—from different directions.
Another interesting and thought provoking article. You made a similar “software” angle argument on your Credo write up. In your opinion, how do Credo and Astera Labs measure against each other?
Both Credo and Astera Labs are trying to move beyond “plumbing” into platform territory, but from different layers of the AI stack. Astera plays inside the server (PCIe/CXL fabrics, memory controllers), while Credo connects nodes between servers (AECs, optical DSPs).
Software-wise, Credo’s PILOT is more front-and-center—aiming for predictive telemetry and recurring value. Astera’s COSMOS is quieter but deeply integrated, especially in CXL and PCIe fabrics.
Credo may be ahead on platform narrative, but Astera likely captures more system-level control long term. Both are chasing the “Cisco of AI infrastructure” prize—from different directions.
Excellent post, thank you !
Great work. Looking froward to the next one.