Arista Networks Stock Has Soared, but Is the AI Networking Thesis Still Valid?

Arista Networks (NYSE: ANET) develops and markets networking solutions, including ultra-fast Ethernet switches and routers. However, its biggest selling point, at least in my opinion, is its Extensible Operating System (EOS), which comes bundled with its networking equipment.In a nutshell, Arista's switches use a single unified code base that is modular, programmable, and can be integrated into cloud-based platforms. This is what makes its products so attractive to AI data center builders and hyperscalers: Every facet of the network, from network speed to traffic management to telemetry and automation, can be controlled from a safe, secure, and extremely stable environment.Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool