Evercore ISI notes Google Cloud (GOOGL) published a blog unveiling Virgo Network, Google’s new scale-out AI data center fabric purpose-built for next-generation AI workloads. The firm see this announcement as “technically significant” as well as “an incremental positive” for Arista Networks (ANET) given the architecture described maps directly to Arista’s core product positioning, the analyst tells investors. Evercore maintains an Outperform rating and $200 price target on Arista shares.
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