Arista Networks 公司是全球高性能以太网交换机龙头,数据中心云网、认知园区、网络软件服务三轮共驱成长。我们看到:1)行业层面,推理需求增加下,以太网在AI 集群中的渗透率有望持续提升;2)公司层面,Arista盈利能力突出,通过“白盒+EOS+商用芯片”打造护城河,并与大客户深度合作,十年间不断替代思科高速产品份额,AI 时代公司业绩、份额有望再创新高。首次覆盖Arista 并给予“...
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