ANET Arista Networks, Inc. Loading...

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21:00
Sep 02 ◎
Hock Tan CEO, Broadcom AVGO Q3 FY26 call
Broadcom's custom Ethernet switch 'Tomahawk Ultra' is enabling scale-up networking within GPU/XPU clusters for the first time, potentially disrupting proprietary GPU interconnect solutions. — If Ethernet-based scale-up proves viable, it could challenge proprietary, high-bandwidth scale-up networks, opening the door for Broadcom's networking solutions in a key segment where Nvidia's NVLink has been dominant.
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About ANET Analyst Coverage

Buzzberg tracks ANET (Arista Networks, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Past 7 days: 1 watch. Latest voices: Hock Tan.