ANET也是AI 产链上的。今天差一点没到我要加仓的位置

来源: 于 2025-09-09 16:51:49 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

Oracle may rely on NVIDIA for networking, specifically with Quantum-2 InfiniBand and Spectrum Ethernet, as mentioned in a March 2025 press release. Broadcom provides Ethernet switches, though it’s harder to confirm Oracle’s direct use. Arista Networks could also benefit, as they supply 400/800G Ethernet to cloud providers.