Arista Networks appears likely winner for Meta's mega cluster: Evercore Sep. 12, 2024 2:36 PM ET By: Brandon Evans , SA News Editor [Seeking Alpha]
Arista Networks, Inc. (ANET)
Last arista networks, inc. earnings: 2/13 04:05 pm
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US:NASDAQ Investor Relations:
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Source: Seeking Alpha
Arista shares popped 4% during late afternoon trading on Thursday. Yesterday, it was reported Meta is "putting the final touches" on a training cluster featuring more than 100,000 of Nvidia's ( NASDAQ: NVDA ) H100s, according to The Information . The cluster will train Meta's Llama 4 large language model and will feature $2B worth of chips. The cluster will be networked using Ethernet, since InfiniBand is incapable of handling clusters of this magnitude. This leads Evercore to surmise Arista Networks will likely be providing some of the infrastructure. "Assuming GPU's represent 80% of total spend on this AI cluster, this would imply total cost of around $2.5B, of which 10% is likely spent on infrastructure," said Evercore analyst Amit Daryanani, in a Thursday note. "This could represent a $250M revenue opportunity for Arista, if they won the business." Evercore notes that Meta previously used Arista switches to network a cluster of 24,000 GPUs. "Arista has a strong relation
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