Evercore：继续看涨Arista(ANET.US)，或成Meta(META.US)超10万GPU训练集群网络合作伙伴

智通财经网09-13

智通财经APP获悉，根据华尔街投资机构Evercore ISI的分析，Arista Networks(ANET.US)很可能成为Meta Platforms(META.US)即将建立的大规模模型训练集群的网络合作伙伴。这个训练集群预计将由超过10万个GPU提供支持，其中大部分可能是英伟达的Nvidia H100型号。这一消息推动了Arista的股价在周四收涨近4%。如果Arista能够成功获得这一...

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