Generalist on Nostr: Arista downgraded. Analyst says, that $ANET might be losing an edge in that ...
Arista downgraded. Analyst says, that $ANET might be losing an edge in that technology to Nvidia. "We believe Nvidia has access to the largest and the highest volume of Ethernet switching fabrics today" vs competitors like Broadcom, Marvell Technology, and Cisco
Published at
2024-04-12 17:29:54Event JSON
{
"id": "077e17ea1179bed0d64e141d23c516d46bb7959681228a1c47eba7d3c93860c2",
"pubkey": "a7ce9dbd3fae95d9d5caa82fee53b566b127b4e8c419d359eb2708668d66cee3",
"created_at": 1712942994,
"kind": 1,
"tags": [],
"content": "Arista downgraded. Analyst says, that $ANET might be losing an edge in that technology to Nvidia. \"We believe Nvidia has access to the largest and the highest volume of Ethernet switching fabrics today\" vs competitors like Broadcom, Marvell Technology, and Cisco",
"sig": "f2f056d91b53199b1c33e9b94b53be0135e702377de0c4cefdd82f1d5c1ee686fc6bb427d903e5b27451fd599611573bd9a02080803d870771d3ad2e7a03be3f"
}
