After a volatile week, Goldman Sachs reevaluates AI stocks: high-quality companies are very attractive.
Goldman Sachs pointed out that even though the market is tired of AI concept stocks, high-quality AI stocks are still attractive as these companies have strong technical foundations, market positions, or growth potential in the AI field. In addition, Nvidia's financial report, which will be released at the end of this month, may have a major impact on the entire AI market.
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Arista is betting on better-than-expected Ethernet performance, making Nvidia face a strong competitor.
Ethernet switches are growing rapidly in the AI datacenter market. Ethernet switch giant Arista's quarterly financial report shows significant growth in AI business. The company expects AI business to grow significantly to at least 0.75 billion US dollars by 2025.
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