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Prediction: This Stock Could Be a Winner of the AI Networking Boom (Hint: It's Not Nvidia or Broadcom)
Yahoo Finance· 2025-09-13 21:45
Ultra Ethernet Consortium (UEC) released its first full specification in June 2025, creating an Ethernet-based system designed for AI and high-performance computing (HPC) at scale. Since then, hyperscalers and enterprises have been migrating away from proprietary InfiniBand to open-source Ethernet. Over time, Arista also expects clients to migrate from NVLink to Ethernet/UALink networking in scale-up back-end networks.Until recently, Ethernet wasn't considered strong enough for AI workloads. Instead, Nvidia ...