Evercore eyes Arista, Cisco as key beneficiaries in AI switching opportunity (ANET:NYSE)


Floating Cloud Symbol Linked to Multiple Ethernet Cables – Digital Network Concept

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The debate surrounding the transition to artificial intelligence switches from traditional data center switches has evolved beyond Ethernet versus InfiniBand to which specific vendors will make the most of the opportunity, according to Evercore ISI.

While the deal between Cisco



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