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Does that come off in big chunks that we will see in different quarters in the future? Does it come off more gradually? Does it continue to build
I've historically kind of thought of that customer as being more focused on the bundle, which isn't necessarily your game
looking at some of the growth at Celestica and certainly NVIDIA's networking business and kind of projecting some of that strength on as being negative for Arista
I assume that with those other customers, those guys will be looking at price increases. Is that a part of the strategy here?
the $1.7 billion, does that include specific CapEx associated with the Meta project, or is that just you
Got it. And any comments on lead times?
it sounds like you guys are no longer selling glass on an OEM basis to others
Could you give us a sense on lead times on some of those next-gen products?
Can you give us a sense for where you are in terms of capacity in those places?