ARISTA网络：AI以太网创新领航开放生态制胜

华泰证券11-29

Arista Networks 公司是全球高性能以太网交换机龙头，数据中心云网、认知园区、网络软件服务三轮共驱成长。我们看到：1）行业层面，推理需求增加下，以太网在AI 集群中的渗透率有望持续提升；2）公司层面，Arista盈利能力突出，通过“白盒+EOS+商用芯片”打造护城河，并与大客户深度合作，十年间不断替代思科高速产品份额，AI 时代公司业绩、份额有望再创新高。首次覆盖Arista 并给予“...

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ARISTA网络：AI以太网创新领航 开放生态制胜

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ARISTA网络：AI以太网创新领航开放生态制胜