Nvidia vs Arista Networks: Ethernet, InfiniBand, and the AI Battle
Rosenblatt Securities analysts “double downgraded” Arista Networks (NYSE:ANET) in April 2024 from a buy with stock price target of $330, to a sell with price target of $210, on rising competition from Nvidia (NASDAQ:NVDA). In the wake of this, there have been some highly unqualified opinions on what’s happening, and some atrocious “reporting” that is […]