ANET也是AI 产链上的。今天差一点没到我要加仓的位置

来源: jingke 于 2025-09-09 16:51:49 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (870 bytes)
本帖于 2025-09-09 17:04:45 时间, 由普通用户 jingke 编辑
回答: ANET涨了 有关系吗 由 貔貔貅 于 2025-09-09 16:48:27

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.

 
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