NYSE:ANETCommunications
Arista Networks Rides AI Data Center Shift To High Speed Ethernet
Arista Networks (NYSE:ANET) is in focus as AI data center upgrades accelerate, with hyperscalers refreshing network gear for higher bandwidth.
Microsoft’s move to Ethernet based AI chips and the industry shift toward 800G and 1.6T Ethernet point to heavier demand for high speed switching and routing.
Arista is viewed as a key supplier for these open Ethernet deployments, tying its prospects more closely to AI infrastructure build outs rather than traditional GPU spending.
For investors...