Astera Labs今日盘中大涨5.25%，引起了市场的广泛关注。
消息面上，人工智能公司Anthropic与亚马逊云科技（AWS）达成了为期十年、价值高达1000亿美元的算力协议。Astera Labs作为亚马逊自研AI芯片Trainium的核心供应商，将直接受益于此项重大合作。据悉，Astera Labs正在为Trainium 2项目部署其Scorpio P系列交换芯片及PCIe retimer产品组合，并计划在下半年开始放量供应Trainium 3相关产品，同时有望参与未来Trainium 4协议的开发。
摩根大通已明确将Astera Labs列为该协议的核心受益标的。此消息不仅推动了Astera Labs的股价，也带动了半导体板块的整体走强。
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