Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up?

1. Nvidia's revenue soared, benefiting AI and compute sectors. 2. Data center revenue increased 93% year-over-year, signaling market strengths. 3. Nvidia's networking revenue fell 9%, but recovery is expected soon. 4. Arista Networks faces intensified competition from Nvidia's growing AI influence. 5. The upcoming quarters are critical for traditional networking companies.