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$ANET · Jayshree Ullal - CEO of Arista Networks | Podcast | In Good Company
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$ANET···bullish· high· posjayshree ullal
Arista CEO sees Ethernet dominating AI backend networks as power constraints limit overbuilding
Arista's standards-based Ethernet architecture is replacing proprietary InfiniBand in AI backend networks, with hyperscalers and neoclouds as committed long-term partners; power s…