Rosenblatt on Arista Networks (ANET): 'we think Nvidia clearly has ANET in its sights'
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Arista (ANET) shares tumble after Nvidia voices networking ambitions
May 23, 2024 10:29 AM EDTShares in Arista Networks (NYSE: ANET) tumbled 7.5% on Thursday in light of Nvidias (NASDAQ: NVDA) earnings call, where the AI darling reflected on its networking ambitions.
More concretely, Nvidia said that its Spectrum-X product opens a brand-new market for us to bring large-scale AI to Ethernet-only data centers.
However, Bloomberg Intelligence notes that despite... More
JPM: Nvidia read-through positive for Dell, Super Micro, HP Enterprise, concerns for Arista, Cisco
May 23, 2024 7:48 AM EDTJPMorgan assessed the implications of NVIDIA (NASDAQ: NVDA) latest quarterly results and future guidance on the broader hardware and networking sector in a note Thursday.
Nvidia's impressive F1Q25 results and optimistic F2Q25 revenue forecast, driven by robust AI infrastructure investments from both cloud and enterprise segments, signal a positive outlook for several... More
