Arista Networks: Beneficiary of Microsoft & Meta's AI Mega-Expenditures

Huge investments by Microsoft & Meta: Upgrading to 400/800G drives demand for Arista's high-speed switches and software. Direct Hyperscaler Leverage: Arista connects GPUs in AI clusters losslessly and scalability – lowering latency and costs, benefiting one-to-one from expansion. Microsoft and Meta are significantly ramping up their investments in AI data centers. They require extremely fast networks so that the numerous graphics processors (GPUs) in AI clusters can share data at very high speeds and with minimal delays. This...