
Arista CEO Ullal: How Ethernet Will Win In AI Networking Battle March 20, 2025
Arista Networks' (ANET) stellar revenue growth as a public company came largely at the expense of tech industry giant Cisco Systems (CSCO), as Arista won cloud computing service providers as big customers. Now the outlook for Arista stock depends largely on triumphing over another formidable rival – Nvidia (NVDA) – as cloud giants upgrade data centers for artificial intelligence.
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