Arista

APAC Data Center Market Analysis 2024-2029: Key Players HPE, IBM, Atos, Cisco Systems, Dell Technologies, Arista Networks, & Juniper Networks Leading the $150+ Billion Industry

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APAC Data Center Market Analysis 2024-2029: Key Players HPE, IBM, Atos, Cisco Systems, Dell Technologies, Arista Networks, & Juniper Networks Leading the 0+ Billion Industry

The APAC data center market is experiencing substantial growth, with a valuation of $83.86 billion in 2023 and anticipated to reach $150.59 billion by 2029. The market is driven by digitalization trends, with several regional countries, including China and India, focusing on enhancing their digital economies through initiatives like the Digital India program. The deployment … Read more

TechTarget: Arista, Cisco, and HPE Address Increasing Demand for AI Infrastructure

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TechTarget: Arista, Cisco, and HPE Address Increasing Demand for AI Infrastructure

Analysts foresee stiff competition in the AI infrastructure market, with companies set to increase spending. This has led suppliers to quickly respond to the anticipated demand. Hewlett Packard Enterprise introduced its Nvidia AI Computing by HPE portfolio, following Cisco and Arista’s Nexus HyperFabric and Etherlink AI platforms. Nvidia and Broadcom provide the underlying technology for … Read more

Investing.com: Arista Stock Plummets Following Nvidia’s Networking Aspirations

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Investing.com: Arista Stock Plummets Following Nvidia’s Networking Aspirations

Arista Networks (ANET) saw a 7.5% drop in its stock on Thursday after Nvidia (NVDA) discussed its networking ambitions during an earnings call. Nvidia mentioned its Spectrum-X product, which would allow the company to enter the market for bringing large-scale AI to Ethernet-only data centers. Bloomberg Intelligence highlighted that while Nvidia’s move is seen as … Read more

Investing.com: JPM Report Shows Positive Impact of Nvidia on Dell, Super Micro, and HP Enterprise, Raises Concerns for Arista and Cisco

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Investing.com: JPM Report Shows Positive Impact of Nvidia on Dell, Super Micro, and HP Enterprise, Raises Concerns for Arista and Cisco

JPMorgan recently analyzed the impact of NVIDIA’s latest quarterly results and future guidance on the broader hardware and networking sector. NVIDIA reported impressive Q1 2025 results and provided an optimistic revenue forecast for Q2 2025, driven by strong investments in AI infrastructure from the enterprise and cloud segments. This positive outlook is expected to benefit … Read more

Nvidia’s networking ambitions putting pressure on Arista Networks stock

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Nvidia’s networking ambitions putting pressure on Arista Networks stock

Arista Networks saw a drop in its shares following a strong earnings report from chip giant Nvidia. Hosts Julia Hyman and Joseph Lipton discussed how Nvidia’s AI chip offerings and Spectrum-X Ethernet platform could impact Arista’s network operating systems business. Additionally, an exclusive interview with CEO Jensen Huang provided further insights into Nvidia’s current market … Read more