Featured · Data Center
Arista's $235 billion moat meets its most credible imitator five days before its earnings
Apstra founder Mansour Karam's Aria Networks surfaced in Berlin with $125 million and ex-Cisco networking chief Jonathan Davidson on its board, claiming a $300 billion prize. The software-led playbook Arista rode to $235 billion is being run back at it, and the November 3 earnings print is the first market test of what the challenger is worth.
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