ANET也是AI 產鏈上的。今天差一點沒到我要加倉的位置

來源: jingke 於 2025-09-09 16:51:49 [] [博客] [舊帖] [給我悄悄話] 閱讀數 : (870 bytes)
本帖於 2025-09-09 17:04:45 時間, 由普通用戶 jingke 編輯
回答: ANET漲了 有關係嗎 由 貔貔貅 於 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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