Astera Labs, Inc. (ALAB) Presents at Barclays 23rd Annual Global Technology Conference Transcript
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SA Transcripts157.31K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Astera Labs, Inc. (ALAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:15 PM EST Company Participants Jitendra Mohan - Co-Founder, CEO & Executive DirectorMichael Tate - Chief Financial Officer Conference Call Participants Thomas O'Malley - Barclays Bank PLC, Research Division Presentation Thomas O'MalleyBarclays Bank PLC, Research Division All right. Welcome back to the Barclays Global Tech Conference. I'm Tom O'Malley, semi and semi-cap equipment analyst here. Very pleased to have Jitendra Mohan and Mike Tate from Astera Labs. Thank you for being here, guys. Jitendra MohanCo-Founder, CEO & Executive Director Yes. Absolutely. Michael TateChief Financial Officer Thank you. Question-and-Answer Session Thomas O'MalleyBarclays Bank PLC, Research Division So a thematic that we've started with in a lot of these conversations is just the idea that we're in the early innings of a large AI investment cycle. Maybe talk about -- I understand that you are enabling this large trend and maybe not making decisions from a top-down level, but I'd love to kind of get your perspective on where we are in this investment cycle and then maybe just beginning with where Astera is helping these deployments actually come to life. Jitendra MohanCo-Founder, CEO & Executive Director Yes, absolutely. So maybe just a quick show of hands, how many people drove here this morning? So we were driven ourselves. I have a Tesla. And from my garage to the parking lot, it drove all the way with 0 intervention. And so when you say -- and yet, my wife will not let me have FLT because she is afraid that the one mistake it might make will end up with me [ death ]. So I really do think that we are in the early innings of AI as these systems do need to get measurably better. And in order to do that, you're going to need a lot more compute to Recommended For You