Arista Growth Threatened as Nvidia Competes in AI Data Center Market
- Arista's growth in AI data center switches threatened by Nvidia's competing products
- Arista stock downgraded to "sell" and share price fell 8.6% on Friday
- Arista relies on data center switches for most revenue, faces slowing growth
- Analyst believes Nvidia will get "most of the spoils" as Ethernet gains traction
- Arista stock fell out of buy zone; revenue growth expected to slow to 12% in 2024
