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BTCC / BTCC Square / Global Cryptocurrency /
BNP Paribas Downgrades Arista Networks Amid Rising Competition from Nvidia in AI Networking

BNP Paribas Downgrades Arista Networks Amid Rising Competition from Nvidia in AI Networking

Author:
Global Cryptocurrency
Published:
2025-06-11 18:17:02
13
3

BNP Paribas has downgraded Arista Networks (ANET) from Outperform to Neutral, citing intensifying competition from Nvidia (NVDA) and low-cost whitebox vendors like Celestica (CLS) and Accton. Analyst Karl Ackerman highlights a rapid market shift from InfiniBand to Ethernet in AI networking, where Nvidia''s upcoming Quantum-X switches—expected to launch in late 2025 with 1.6T speeds—could eclipse Arista''s growth prospects.

The transition to rack-scale GPU architectures further consolidates Nvidia''s dominance, pressuring Arista''s AI-related revenue outlook. This development underscores the broader trend of hyperscalers prioritizing vertically integrated solutions over traditional networking providers.

|Square

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