Astera Labs vs NVIDIA
Astera Labs's primary segment is Networking Silicon; NVIDIA's is GPU & AI Accelerators. NVIDIA is larger by market cap ($5.65T vs $60.8B). NVIDIA reports higher tracked revenue ($215.9B vs $853M).
Shared segment: Design (Fabless).
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Side-by-side
| Astera Labs | NVIDIA | |
|---|---|---|
| Market cap | $60.8B | $5.65T |
| Revenue | $853M (FY2025) | $215.9B (FY2026) |
| Primary segment | Networking Silicon | GPU & AI Accelerators |
| Market position | major | leader |
| Country | United States | United States |
| Tracked suppliers | 2 | 104 |
| Tracked customers | 2 | 45 |
| Chokepoint / criticality | 68/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Astera Labs and NVIDIA compare
- Size: NVIDIA is the larger company by market cap.
- Revenue: NVIDIA reports higher tracked revenue.
- Supply-chain criticality: NVIDIA has the higher chokepoint score (81/100 vs 68/100).
- Footprint: Astera Labs (United States) vs NVIDIA (United States).
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Cite as: wafergraph, “Astera Labs vs NVIDIA”, https://wafergraph.com/compare/astera_labs-vs-nvidia (data as of 2026-10-04).
Frequently asked questions3
- Is Astera Labs bigger than NVIDIA?
- NVIDIA is larger by market cap ($5.65T vs $60.8B).
- What's the difference between Astera Labs and NVIDIA?
- Astera Labs is a major in Networking Silicon based in United States; NVIDIA is a leader in GPU & AI Accelerators based in United States. Both operate in the Design (Fabless) segment.
- Who are Astera Labs's and NVIDIA's suppliers?
- wafergraph tracks 2 suppliers for Astera Labs and 104 for NVIDIA; NVIDIA's include Ibiden, Unimicron, Advantest.