Morgan Stanley Flags Potential Impact on Astera Labs from Intel-Nvidia Chip Collaboration

Morgan Stanley Flags Potential Impact on Astera Labs from Intel-Nvidia Chip Collaboration

Morgan Stanley Flags Potential Impact on Astera Labs from Intel-Nvidia Chip Collaboration

Morgan Stanley Flags Potential Impact on Astera Labs from Intel-Nvidia Chip Collaboration
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A new strategic collaboration between Intel (NASDAQ: INTC) and Nvidia (NASDAQ: NVDA) to co-develop PC and data center chips could have significant, though currently undefined, implications for Astera Labs (NASDAQ: ALAB), according to analysis from Morgan Stanley.

The investment bank noted the potential for major shifts in the semiconductor landscape following this partnership, emphasizing that while the precise nature of the impact on Astera Labs is not yet clear, market participants should closely monitor developments.

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