Reported 5 months ago
Arista Networks' stock is under pressure following Nvidia's strong fiscal first-quarter 2025 earnings report, which highlighted their focus on AI chip offerings and Spectrum-X Ethernet platform. Market analysts Julie Hyman and Josh Lipton discuss the potential impact of Nvidia's networking goals on Arista's network operating system enterprise. Nvidia's CEO Jensen Huang mentioned plans to introduce new networking technology quickly, causing concern for Arista. Despite Arista's recent stock performance, investors are cautious due to Nvidia's expansion in the networking sector.
Source: YAHOO