ALAB vs. CSCO: Which AI Infrastructure Stock Is a Better Buy?

Astera Labs ALAB and Cisco Systems CSCO are major players in the AI infrastructure market. Astera Labs develops semiconductor-based connectivity solutions for cloud and AI infrastructure, while Cisco Systems specializes in high-performance networking, security, and connectivity that help AI workloads scale efficiently across enterprise and cloud environments.

So, ALAB or CSCO — Which of these AI Infrastructure stocks has the greater upside potential? Let’s find out.

The Case for ALAB Stock

ALAB is rapidly expanding its portfolio to meet growing demand for AI infrastructure and connectivity solutions. The company’s product portfolio, including Scorpio, Aries and Taurus, has been a key catalyst. In the second quarter of 2026, PCIe 6 products, including the Scorpio AI Fabric Switches and Aries Retimers, accounted for more than 50% of total revenue, underscoring ALAB’s Gen 6 market leadership.

In the second quarter of 2026, the company reported record revenue growth, driven by…