Is AI Turning Networking Into Arista Network’s (ANET) Next Big Moat?

Arista Networks, Inc (NYSE:ANET) is benefiting from a part of the AI boom that gets considerably less attention than accelerators. As AI data centers become larger and more complicated, moving data between thousands of accelerators is becoming just as important as the accelerators themselves. That is putting networking companies like Arista increasingly in the spotlight. […]