TD Cowen analyst Sean O’Loughlin initiated coverage of Arista Networks (ANET) with a Buy rating and $170 price target Based on its strong foundational software and hardware design IP, the firm views Arista as likely to emerge as the preferred vendor of choice for Ethernet-based scale out and scale across switching, but adds that multi-tenant LLM inference serving is “not for the faint of heart.” However, Arista’s data-driven networking platform is “excellently positioned to enable the next-gen AI datacenter,” the analyst contends.
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