The Infrastructure Behind the AI Revolution

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 19 February 2025

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Meta rely on Arista Networks. - How Arista CEO, Jayshree Ullal, is managing Wall Street expectations. - The downfall of dating app Bumble. Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters. Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB Host: Ricky Mulvey Guests: David Meier, Anthony Schiavone Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You got the trend right, but why was your stock a loser?
0:08.0	You're listening to Motley Full Money.
0:20.8	I'm Ricky Mulvey joining me today.
0:22.5	He's not a loser.
0:23.4	He's David Meyer.
0:24.0	He joins us right now.
0:25.1	Appreciate you being here, man.
0:26.7	Thanks for having me.
0:28.3	We got some earnings.
0:29.2	We got some interesting earnings to dive into with Arista networks and Bumble.
0:32.8	We do.
0:33.5	Let's start with Arista.
0:35.0	For your picks and shovels AI plays, this is certainly one of them, and it's somehow disappointed investors with its earnings.
0:43.3	I gave you a little preview of what it does.
0:45.1	Before we get into the specifics, I want you to translate for me what exactly this business does.
0:50.6	This is the description, and then you get to translate it into English.
0:55.9	They are an industry leader in data-driven cloud-to-cloud networking for large AI data center campus and routing
1:02.1	environments, end quote. David Meyer, what the heck's that mean? That means they take data from one
1:07.9	place and make it go to another place so someone else can do something
1:12.8	with it. It's literally that simple. So it's really a matter of having the right equipment to
1:19.4	gather the data, do any processing, move it around, share it between different networks,
1:26.3	in order for basically any company to get
	...

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