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
思科“打A办”的失败，成就今日之王者！
再进一步
随着A进入园区和边缘市场
考虑到当前产品线间芯片的不兼容
A手握巨额现金是否会考虑自研芯片呢
虽然官方从无谈及
但是有媒体对此深信不疑
因为要知道是A家创始人Andy
就是RISC架构处理器Sparc的发明人
再看老对手
手握多颗自研芯片
刚刚又招募一名行业老兵担任
Common Hardware Group的EVP职位
