Competition reshapes narrative

12%its chance, of the story’s futures

+0.1%on the S&P 500, if it happens

The guidance is read through the lens of the AI fabric competition among Ethernet switching, InfiniBand, and merchant-silicon-based systems. The market reaction depends on whether investors see Arista as the main winner or expect pricing pressure to intensify.

What it moves

Technology+0.2%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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