@BrianHoward 2 months ago
Data Center Dark Horses: Who Powers the AI Infrastructure Boom?
Data Center Dark Horses: Who Powers the AI Infrastructure Boom?
As hyperscalers pour billions into AI infrastructure, will Vertiv Holdings keep dominating with its high-performance cooling and power systems — or can Arista Networks capture even more share with its next-gen, AI-optimized networking switches? Which behind-the-scenes infrastructure player looks stronger for the AI decade ahead?
@Hudsonriley 2 months ago
Vertiv owns the physical AI backbone, Arista leads the data flow — both win, but networking scalability gives Arista the edge long-term
[none] 2 months ago
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