Microsoft Launches New Maia 200 AI Chips, Easing Nvidia Reliance
Microsoft unveils its second-gen Maia 200 AI chips to power GPT-5.2 and Copilot, benefiting partners Marvell and Arista Networks.
Microsoft unveils its second-gen Maia 200 AI chips to power GPT-5.2 and Copilot, benefiting partners Marvell and Arista Networks.
Arista Networks jumps 8% on heavy call option buying, fueled by AI data center growth and bullish analyst outlooks.
Major investment banks upgrade ASML, TSMC, and Arista Networks, citing AI growth, a coming memory chip super cycle, and stronger enterprise spending through 2026 and 2027.
Evercore ISI reiterates a Buy rating on Arista Networks with a $175 price target, citing strong revenue growth, impressive margins, and long-term sector positioning.
Arista Networks exceeded profit and revenue targets for Q3 2025, driven by AI demand. However, the company's cautious Q4 sales forecast—blamed on shipment challenges, not low demand—led to a stock drop.