Arista Networks may not be big AI winner, analyst warns in downgrade to sell
) has been riding high on bets that it will benefit as demand for ethernet to help move the wave of data on AI data center networks, driven by the AI boom, continues to grow, but one analyst warns its time to sell the stock as the networking company isn’t likely to emerge as a big winner.
Nvidia not only has “access to the largest and the highest volume of Ethernet switching fabrics today”, Geneovese adds, but also “the most appropriate and functional networking operating system for AI, and a combined 2+ year lead on others in the industry.” While the company is expected to continue to gain market share in enterprise, this “type of business typically does not support super-high,” the analyst said.Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors.
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