NYSE:ANETCommunications
Arista Networks (ANET) Is Down 9.7% After AMD‑Meta AI Pact Expands Hyperscaler Buildouts – Has The Bull Case Changed?
In February 2026, Advanced Micro Devices announced a multi‑year AI infrastructure agreement with Meta Platforms, expanding their collaboration on hardware and software to support next‑generation AI workloads and lifting sentiment around key networking providers such as Arista Networks.
The development underscores how hyperscaler AI buildouts and aligned chip‑to‑network ecosystems can influence demand expectations for Arista’s Ethernet‑based data center and AI networking solutions.
Against...