Arista Networks: AI Capex Will Only Expand

As the first month of 2025 comes to a close, we have seen announcements of incremental higher capital investments being poured into the AI space.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam als ...