While Big Tech plans significant infrastructure investments in 2025, Arista Networks highlights a slowdown in its AI project due to financial constraints and GPU shortages. Previously, Arista reported winning major contracts with significant clients to build AI-supporting networks. However, during a recent earnings call, CEO Jayshree Ullal expressed concerns about one key project that is currently stalled, emphasizing the challenges posed by funding and the need for new GPUs. Ullal remains hopeful that the client will regain momentum next year, but acknowledges uncertainties for the current period.
Big Tech's plans for massive infrastructure spending in 2025 face challenges, with Arista reporting that one key AI build has stalled due to funding and hardware shortages.
Arista’s CEO noted that while several deals are progressing, one critical customer is delayed, emphasizing the dependency on new GPUs and financial resources.
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