Microsoft’s Maia 200 launch is a statement: the company is betting its future inference stack on in‑house accelerators and Ethernet-based scale-up, and Wall Street is already parsing winners and losers — with Wells Fargo naming Marvell (MRVL) and Arista Networks (ANET) as likely beneficiaries in...
Arista Networks is quietly reshaping the digital backbone of modern data centers. Far from traditional hardware-reliant models, the company’s agile software solutions are ushering in a new era of high-performance, scalable networking—one that powers everything from AI-driven workloads to the...