Evercore: Continues to be bullish on Arista, or becomes Meta's partner in a network of over 100,000 GPU training clusters
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Evercore ISI analysis believes that Arista Networks may become the network partner for the large-scale model training cluster that Meta is about to establish, which will be supported by over 100,000 GPUs. This news has driven Arista's stock price up by nearly 4%. If the contract is successfully secured, it will help achieve the $750 million AI revenue target by 2025. Evercore maintains a "outperform" rating for Arista with a target price of $400. The cluster is expected to be equipped with $2 billion worth of chips and will utilize Ethernet networking
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