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O
Arista Networks is on fire in AI networking. Their stock? Up nearly 80% this past year. Pretty wild. They've got these cool things like Etherlink and EOS. Game-changers, really.
They snatched up VeloCloud. Smart move. It's all about data centers and campus networks now. VeloCloud's got these Edge appliances. Big deal for branches and data centers.
AI in networks? It's exploding. We're talking billions. Arista's jumping on that train. They're eyeing huge revenues from AI networking. Exciting times.
Money-wise, Arista's crushing it. Record cash flow. No debt. Kinda surprising in this industry.
Looking forward? Arista seems set for more growth. They're innovating, buying smart. Solid bet in tech, it seems. But you never know, right?