Mar 07, 2023 / 08:55PM GMT
Meta A. Marshall - Morgan Stanley, Research Division - VP
Welcome, everybody. I'm Meta Marshall, Head of Networking here at Morgan Stanley. For important research disclosures, please see the research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.
We're delighted to have Arista. Very topical with all of the AI talk that's been going on over the last 4 days. We have Ita Brennan, CFO, who most of you know; and Martin Hull, VP of Platform Strategy (sic) [Product Management]. I think I got that right.
Martin Hull -
Product management, but close enough.
Questions and Answers:
Meta A. Marshall - Morgan Stanley, Research Division - VPAll right. Perfect. So let's just jump into kind of the AI opportunity. Investors have been very interested in the opportunity for Arista and where we are in that investment. How do you view the AI opportunity as incremental to kind of the normal Cloud Titans business you guys have had?
Trustpilot
