Artisan Partners Limited Partnership - Antero Peak Strategy on Astera Labs
Thesis
Astera Labs is owned as part of the Compute Infrastructure theme. The fund believes the scale of the AI infrastructure opportunity has evolved far beyond its original expectations for digital infrastructure. Rapid growth in token demand and data-center capacity is creating an increasingly complex physical infrastructure requirement around computation. Astera Labs participates in this broader semiconductor and compute ecosystem as investment expands across the infrastructure needed to support AI workloads.
“Taiwan Semiconductor, Applied Materials, Analog Devices, NVIDIA, Astera Labs and Seagate contributed meaningfully as part of our Compute Infrastructure theme.”