Evercore: Continue to be bullish on Arista (ANET.US), which could become Meta (META.US) network partner for its over 100,000 GPU training cluster

According to an analysis by Wall Street investment firm Evercore ISI, Arista Networks (ANET.US) is likely to become Meta Platforms (META.US)’s networking partner for its upcoming large-scale model training cluster, which is expected to be supported by over 100,000 GPUs, most of which are likely to be Nvidia's H100 models. This news boosted Arista's stock price by nearly 4% on Thursday. If Arista can successfully win the contract, it will help the company achieve its $750 million AI revenue target in 2025. Evercore maintains an "Outperform" rating on Arista and continues to hold a target price of up to $400.