https://www.sdxcentral.com/articles/news/baidu-picks-mellano…
<<<Jensen Huang announced that Alibaba Cloud, Baidu (BIDU) and Tencent are incorporating NVIDIA Tesla® V100 GPU accelerators into their data centers and cloud-service infrastructures
I think this could also be promising for Arista>>>
Arista’s international business is presently 25% of their business, but 50% of their new business last quarter was from international. I do not know how involved Arista switches are in Chinese data centers. Certainly not to the same extent as in American data hyper scale data centers. China is the other country with multiple companies with hyper scale data centers, such as Baidu, Alibaba, Tencent, to name what are probably the top 3, but I am sure there are a few more, just as there are in the United States like your Netflix or such.
I am not taking the time to dig into it now, but the first link I came to was quite interesting, and is the link at the top.
It shows an unknown switch vendor winning business with Baidu. What I found more interesting is how Arista is mentioned in the article (as basically the leading vendor using Broadcom chips) but no mention of their primary competitors that are Cisco (everywhere) and Huweii (however you spell it) in Asia and Europe.
It would be great to see Arista make some market penetration in China. It is said the super power of the 21st century will be that country or countries who dominate in AI. In that respect there are only two true challengers for this, and that is China and the United States. Now, I cannot rule Japan out, as Japan does so much high tech so well. So Japan might roll itself into this club, but as things stand now it is China and it is the United States. These two countries have the hyper scale data centers owned by companies in their nations.
Given how important these hyper scale data centers are to national security you can see why a Chinese company might be wary to install switches from an American company. Who knows what is in the software in 10 million lines of code! But you know, I hope that does not hold and Arista can be in China as well in a big way. That would be unexpected upside - not to mention things like the new routing functionality, move to 400G, etc.
Tinker