The open ecosysem strategy is underrated. Broadcom being part of this alongside AMD and others validates the thesis that Arista isn't threatened by single vendor lock in. When OpenAI and Anthropic are specifying the networking requirements, vendor diversity in chips becomes essential for negotiating leverage.
The open ecosysem strategy is underrated. Broadcom being part of this alongside AMD and others validates the thesis that Arista isn't threatened by single vendor lock in. When OpenAI and Anthropic are specifying the networking requirements, vendor diversity in chips becomes essential for negotiating leverage.