Astera Labs vs NVIDIA

NVIDIA is larger by market cap ($5.27T vs $54.1B). NVIDIA reports higher tracked revenue ($215.9B vs $853M). Astera Labs's primary segment is Networking Silicon; NVIDIA's is GPU & AI Accelerators.

Shared segment: Design (Fabless).

Side-by-side

Astera LabsNVIDIA
Market cap$54.1B$5.27T
Revenue$853M (FY2025)$215.9B (FY2026)
Primary segmentNetworking SiliconGPU & AI Accelerators
Market positionmajorleader
CountryUnited StatesUnited States
Tracked suppliers2104
Tracked customers245
Chokepoint / criticality68/10081/100

Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. 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).

Company hubs

Astera Labs · NVIDIA · Design (Fabless) segment

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