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Sristi Suman Jayaswal

EXPLAINED: Nvidia could send this ai networking stock 6 feet underground | Vintage Vibes

Nvidia Arista ANET Karl Ackerman Arista Networks BNP Paribas

The AI networking space is heating up in 2025, and not in a way that favors everyone. Arista Networks Inc (ANET), long a heavyweight in high-performance cloud networking, suddenly finds itself in the crosshairs of a market shift it didn’t see coming.

Nvidia (NVDA), the leader in AI chips, is now setting its sights on the Ethernet turf. Equipped with upcoming Quantum-X switches boasting 1.6T speeds and a timeline that beats rivals by a full year, Nvidia is not just entering the market, but could be redefining the playing field.

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