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Stock impact report

Software Is the Next Big AI Opportunity: 1 Brilliant AI Stock to Buy Ahead of 2025, According to Wall Street [Yahoo! Finance]

Arista Networks, Inc. (ANET) 
Last arista networks, inc. earnings: 2/13 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.arista.com/home/default.aspx
Company Research Source: Yahoo! Finance
The first phase involves high-performance semiconductors and networking gear required to build supercomputing infrastructure. Nvidia has dominated the first phase, but chipmakers like Broadcom and networking specialists like Arista Networks have also benefited. The second phase involves cloud providers that offer infrastructure and platform services needed to build conversational copilots, autonomous agents, and other AI applications. Public clouds like Microsoft Amazon , and Alphabet have been winners in the second phase, as have platform providers like Palantir The third phase involves software vendors that combine products from the first two phases with their proprietary data and technical know-how to build AI applications. UBS analysts believe this phase ultimately offers the largest monetization opportunity. The phases are not mutually exclusive, but they do build on one another. That we are entering the third phase does not mean the first two phases have ended, but the thi Show less Read more
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