AI Market Movers · Memory, networking & interconnect
Arista
ANET
Arista makes the switches most AI clusters actually use. The fabric is how 100,000 GPUs look like one machine.
- Site
- arista.com
In the Daily
· Closing Time
Closing Time: The rivals booked a standards roomOpenAI, Anthropic, and Google shop a FINRA-style rulebook while Cohere cries cartel and hyperscalers count the breathing room.
· Closing Time
Closing Time: Astra demand closed the top tierFriday afternoon wrap — capacity valves, desktop Gemini, and a 2 GW Australia map
· Morning Brief
The fluids problem just blew upOpenAI claims a Millennium Prize breakthrough, Samsung deepens chip ties, and Anthropic’s safety team is openly scared.
· Closing Time
Anthropic bought the power. Meta bought the peace.460 megawatts of Vera Rubin in West Virginia. Plus MiniMax hits $800 million ARR.