发财报就涨股价，这样不太合适吧？

用户6874558

发布于 2024-05-18 08:44:06

920

发布于 2024-05-18 08:44:06

文章被收录于专栏：云深知网络可编程P4君云深知网络可编程P4君

Arista还是一如既往的稳

Q1 2024财报发出股价应声上涨

营收同比增长16.3%达15.71亿超出预期

过去的2023年用CEO的话讲

对于Arista 来说是值得纪念的一年

最初设定25%的年度增长最终实现33.8%

2024年刚第一季度Arista就宣布上调今年预期

we are raising our revenue guidance to an outlook of 12% to 14% growth for fiscal year 2024.

Meta 和微软分别占

Arista业务的 21% 和 18%

当主顾们纷纷调高 AI 资本支出时

Arista却非常冷静地表示不要盲目乐观

到2025年其AI网络的营收预测为7.5亿美金

反观行业大哥

号称仅Silicon one营收可达10个亿

到底是A家闷声发财还是C家为了华尔街拼了

思科说找到了 10亿美金的大生意，但某司笑了

当然

大敌 IB 当前

以太网供应商都是兄弟

即使在英伟达内部以太也不例外

Arista 财报大会

CEO不遗余力为以太网站台

AI at scale needs Ethernet at scale

Scale 是以太网攻击 InfiniBand 的火力点之一

Ethernet is emerging as a critical infrastructure across both front-end and back-end AI data centers. AI applications simply cannot work in isolation and demand seamless communication among the compute nodes, consisting of back-end GPUs and AI accelerators and as well as the front end nodes like the CPUs, alongside storage and IP/WAN systems as well. If you recall, in February, I shared with you that we are progressing well in four major AI Ethernet clusters, that we won versus InfiniBand recently. In all four cases, we are now migrating from trials to pilots, connecting thousands of GPUs this year, and we expect production in the range of 10,000 to 100,000 GPUs in 2025. Ethernet at scale is becoming the de facto network at premier choice for scale-out AI training workloads. A good AI network needs a good data strategy, delivered by our highly differentiated EOS and network data lake architecture. We are, therefore, becoming increasingly constructive about achieving our AI target of $750 million in 2025. In summary, as we continue to set the direction of Arista 2.0 networking, our visibility to new AI and cloud projects is improving and our enterprise and provider activity continues to progress well.

那问题来了

没有解不开的结

既然钱伯斯都已经退休了

Arista是否会考虑思科Silicon One