Astera Labs Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
All right. Welcome back, everybody. I'm Joe Moore from Morgan Stanley semiconductor research. And very happy today to have the management team of Astera Labs, Jitendra Mohan, CEO; and Mike Tate, CFO. Thank you, guys, for being here.
Questions & Answers
Maybe we could just start out with just a general view of AI. I think the market -- I think the investors realize that 2026 is very strong, but there's a lot of questioning about duration of that strength into 2017 and beyond. It seems like everyone in the industry is kind of worried about supply for the next four years, everybody in Wall Street is worried about next year fading. Can you just talk about generally what you see from the AI ecosystem.
Again, I just like you were talking about backs, it seems like Sky is always falling for one of the reason or another. But I think the worries are a bit
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