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Arista networks

Arista CEO：以太网将成为AI网络的"终极赢家"

以太网正迅速成为向上扩展、向外扩展和跨域网络扩展的标准。Ullal指出，超以太网和ESUN为AI的向上和向外扩展网络优化了以太网。这些公司贡献了Arista近半的收入。）迅速转型Ullal表示，预计2025年以太网在AI后端网络中的收入将超过InfiniBand，且这一趋势可能会加速。Arista在高速数据中心交换领域处于领导地位，其截至9月30日的第三季度收入为23.08亿美元，同比增长27.5%。然而，Arista的竞争对手并未止步。

Arista CEO：以太网将成为AI网络的"终极赢家"

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":527105555914960,"tweetId":"527105555914960","gmtCreate":1769696094144,"gmtModify":1769696096582,"author":{"id":4198909943446170,"idStr":"4198909943446170","authorId":4198909943446170,"authorIdStr":"4198909943446170","name":"价投人生","avatar":"https://static.tigerbbs.com/b92f83f36f730d189baeb027ccf1312b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Arista networks</p></body></html>","htmlText":"<html><head></head><body><p>Arista networks</p></body></html>","text":"Arista networks","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/527105555914960","repostId":2602310929,"repostType":2,"repost":{"id":"2602310929","kind":"news","pubTimestamp":1767922670,"share":"https://www.laohu8.com/m/news/2602310929?lang=zh_CN&edition=full","pubTime":"2026-01-09 09:37","market":"us","language":"zh","title":"Arista CEO：以太网将成为AI网络的\"终极赢家\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2602310929","media":"讯石光通讯网","summary":"以太网正迅速成为向上扩展、向外扩展和跨域网络扩展的标准。Ullal指出，超以太网和ESUN为AI的向上和向外扩展网络优化了以太网。这些公司贡献了Arista近半的收入。）迅速转型Ullal表示，预计2025年以太网在AI后端网络中的收入将超过InfiniBand，且这一趋势可能会加速。Arista在高速数据中心交换领域处于领导地位，其截至9月30日的第三季度收入为23.08亿美元，同比增长27.5%。然而，Arista的竞争对手并未止步。","content":"<html><body><article><p>  <strong>ICC讯</strong><a href=\"https://laohu8.com/S/ANET\">Arista</a> Networks首席执行官兼董事长Jayshree Ullal表示，在数据中心内部，以太网已经将InfiniBand推到一旁，并正在巩固这一成果。</p><p>  Ullal称，这是2026年数据中心网络因AI需求而面临的若干变化之一。这些变化还包括从训练到推理的需求转变，以及对遥测和智能体AI维持运营的依赖性增强。</p><p>  以太网正迅速成为向上扩展、向外扩展和跨域网络扩展的标准。Ullal预测，在2026年的数据中心网络领域，以太网相对于InfiniBand将继续保持发展势头。</p><p>  “以太网始终是最终的赢家和均衡器，”Ullal说。</p><p>  <strong>2025年：以太网的关键之年</strong></p><p>  Ullal表示，以太网在2025年取得了实质性进展，其里程碑包括超以太网联盟（UEC）于6月发布的1.0规范，这为AI和HPC时代重新定义了以太网。此外，向上扩展网络以太网（ESUN）于10月在OCP峰会上推出，而<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/CSCO\">思科</a>都发布了用于跨域网络扩展的基于以太网的新产品。</p><p>  UEC 1.0规范旨在满足AI和高性能计算的需求，其目标是通过多供应商集成，为网络栈所有层面（包括网卡、交换机、光模块和电缆）提供高性能、可扩展和可互操作的解决方案。UEC得到了<a href=\"https://laohu8.com/S/AMD\">AMD</a>、Arista、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、思科、HPE、<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等公司的支持。</p><p>  而由开放计算项目基金会于10月推出的ESUN，旨在为向上扩展架构提供改进的吞吐效率与延迟，并具备无损、节能和高性价比的设计。ESUN得到了AMD、Arista、ARM、<a href=\"https://laohu8.com/S/600455\">博通</a>、思科、HPE Networking、Meta、微软、英伟达、OpenAI等公司的支持。</p><p>  Ullal指出，超以太网和ESUN为AI的向上和向外扩展网络优化了以太网。“这一点，结合云巨头对多供应商规模扩展的偏好，正推动向通用硬件平台和网络操作系统的迁移，这些系统能够覆盖前端和后端的AI网络，”这位Arista负责人表示。“专有和单供应商锁定的技术栈已成过往！”她补充道。</p><p>  （“云巨头”是Arista对大多数人称之为超大规模公司——<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、微软等企业的内部称谓。这些公司贡献了Arista近半的收入。）</p><p>  <strong>迅速转型</strong></p><p>  Ullal表示，预计2025年以太网在AI后端网络中的收入将超过InfiniBand，且这一趋势可能会加速。</p><p>  向以太网的转型非常迅速。根据<a href=\"https://laohu8.com/S/DELL\">Dell</a>‘Oro集团7月的报告，InfiniBand在2023年末在AI后端网络中占据80%的市场份额，但“以太网目前在这些高性能部署中已稳固确立超越InfiniBand的势头”。到12月，Dell’Oro报告称，以太网在当季及该年前三季度AI后端网络的数据中心交换机销售中占比超过三分之二，高于去年同期的不足一半。</p><p>  但InfiniBand并不会消失。它仍然是大规模AI训练的黄金标准，提供了可预测性、将计算任务从昂贵的GPU卸载到交换机的网络内计算能力，以及与英伟达技术的深度集成。</p><p>  <strong>从训练到推理</strong></p><p>  尽管如此，AI工作负载正在从大规模集中训练转向广泛分布的推理。网络架构需要改变以应对边缘的海量推理流量，而这种转变需要关键指标的改变。Ullal指出，对于训练，关键指标是作业完成时间——即从训练作业被提交到GPU集群到训练运行结束之间的时间。对于推理，关键指标则不同——它是指首令牌时间和延迟——即从用户提交查询到收到第一个响应所需的时间。</p><p>  向推理的转变意味着流量模式从以服务器到服务器的东西向流量为主，转变为更多用户之间及跨分布式数据中心的南北向流量。她指出，骨干、主干和边缘-叶网络的建设规模正在扩展到数百太字节级别。</p><p>  Ullal继续表示，突发且不可预测的智能体AI流量对网络遥测提出了新要求。诸如状态流网络遥测等技术，能够实时提供所需的细粒度网络指标，以洞察AI网络效率，这超越了简单网络管理协议（SNMP）和轮询等传统网络监控手段。</p><p>  Ullal称，网络操作系统需要实施基于状态的架构，以充分利用这些技术，消费实时数据并进行长期存储，从而获得最大的AI洞察力。她认为，这正是Arista的AVA（自主虚拟助手）的目标。</p><p>  <strong>AI协助运维应对挑战</strong></p><p>  为了满足日益苛刻的数据中心网络需求，运营商正转向自动化——但人类仍然扮演着角色。Ullal表示，AI在2026年的作用将日益增强，但人类将监督整个过程。</p><p>  “从手动操作转向自动化网络运维，对于通常风险厌恶的企业来说是一大步，”她说。“首席信息官们面临着人员短缺和手动配置过多的挑战。在一个‘爬-走-跑’的分阶段方法中，我们相信真正的‘助手’模式，即利用AI技术帮助网络运营商更高效地工作。随着自主网络运维变得更加可靠、安全和可用，Arista AVA旨在提供人力参与更少的辅助网络运维。”</p><p>  Arista在高速数据中心交换领域处于领导地位，其截至9月30日的第三季度收入为23.08亿美元，同比增长27.5%。分析师预计其今年收入将达到100亿美元。</p><p>  然而，Arista的竞争对手并未止步。根据IDC 6月的一份报告，英伟达的Spectrum-X数据中心交换平台增长“惊人”，同比增长760.3%，达到14.6亿美元。英伟达正在侵蚀Arista在超大规模公司中的主导地位，获得了Meta和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>作为Spectrum-X客户。思科预计其2026财年AI相关收入将超过30亿美元，这主要得益于其Silicon One架构和Acacia光模块技术。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arista CEO：以太网将成为AI网络的\"终极赢家\"</title>\n<style 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Ullal表示，在数据中心内部，以太网已经将InfiniBand推到一旁，并正在巩固这一成果。  Ullal称，这是2026年数据中心网络因AI需求而面临的若干变化之一。这些变化还包括从训练到推理的需求转变，以及对遥测和智能体AI维持运营的依赖性增强。  以太网正迅速成为向上扩展、向外扩展和跨域网络扩展的标准。Ullal预测...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109094844a7050ed4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","SG9999002232.USD":"Allianz Global High Payout USD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" 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Networking、Meta、微软、英伟达、OpenAI等公司的支持。  Ullal指出，超以太网和ESUN为AI的向上和向外扩展网络优化了以太网。“这一点，结合云巨头对多供应商规模扩展的偏好，正推动向通用硬件平台和网络操作系统的迁移，这些系统能够覆盖前端和后端的AI网络，”这位Arista负责人表示。“专有和单供应商锁定的技术栈已成过往！”她补充道。  （“云巨头”是Arista对大多数人称之为超大规模公司——亚马逊AWS、谷歌、微软等企业的内部称谓。这些公司贡献了Arista近半的收入。）  迅速转型  Ullal表示，预计2025年以太网在AI后端网络中的收入将超过InfiniBand，且这一趋势可能会加速。  向以太网的转型非常迅速。根据Dell‘Oro集团7月的报告，InfiniBand在2023年末在AI后端网络中占据80%的市场份额，但“以太网目前在这些高性能部署中已稳固确立超越InfiniBand的势头”。到12月，Dell’Oro报告称，以太网在当季及该年前三季度AI后端网络的数据中心交换机销售中占比超过三分之二，高于去年同期的不足一半。  但InfiniBand并不会消失。它仍然是大规模AI训练的黄金标准，提供了可预测性、将计算任务从昂贵的GPU卸载到交换机的网络内计算能力，以及与英伟达技术的深度集成。  从训练到推理  尽管如此，AI工作负载正在从大规模集中训练转向广泛分布的推理。网络架构需要改变以应对边缘的海量推理流量，而这种转变需要关键指标的改变。Ullal指出，对于训练，关键指标是作业完成时间——即从训练作业被提交到GPU集群到训练运行结束之间的时间。对于推理，关键指标则不同——它是指首令牌时间和延迟——即从用户提交查询到收到第一个响应所需的时间。  向推理的转变意味着流量模式从以服务器到服务器的东西向流量为主，转变为更多用户之间及跨分布式数据中心的南北向流量。她指出，骨干、主干和边缘-叶网络的建设规模正在扩展到数百太字节级别。  Ullal继续表示，突发且不可预测的智能体AI流量对网络遥测提出了新要求。诸如状态流网络遥测等技术，能够实时提供所需的细粒度网络指标，以洞察AI网络效率，这超越了简单网络管理协议（SNMP）和轮询等传统网络监控手段。  Ullal称，网络操作系统需要实施基于状态的架构，以充分利用这些技术，消费实时数据并进行长期存储，从而获得最大的AI洞察力。她认为，这正是Arista的AVA（自主虚拟助手）的目标。  AI协助运维应对挑战  为了满足日益苛刻的数据中心网络需求，运营商正转向自动化——但人类仍然扮演着角色。Ullal表示，AI在2026年的作用将日益增强，但人类将监督整个过程。  “从手动操作转向自动化网络运维，对于通常风险厌恶的企业来说是一大步，”她说。“首席信息官们面临着人员短缺和手动配置过多的挑战。在一个‘爬-走-跑’的分阶段方法中，我们相信真正的‘助手’模式，即利用AI技术帮助网络运营商更高效地工作。随着自主网络运维变得更加可靠、安全和可用，Arista AVA旨在提供人力参与更少的辅助网络运维。”  Arista在高速数据中心交换领域处于领导地位，其截至9月30日的第三季度收入为23.08亿美元，同比增长27.5%。分析师预计其今年收入将达到100亿美元。  然而，Arista的竞争对手并未止步。根据IDC 6月的一份报告，英伟达的Spectrum-X数据中心交换平台增长“惊人”，同比增长760.3%，达到14.6亿美元。英伟达正在侵蚀Arista在超大规模公司中的主导地位，获得了Meta和甲骨文作为Spectrum-X客户。思科预计其2026财年AI相关收入将超过30亿美元，这主要得益于其Silicon One架构和Acacia光模块技术。","news_type":1,"symbols_score_info":{"NVD2.UK":0.6,"NVD3.UK":0.6,"NVD":0.6,"ANET":1.97,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVDA":0.9,"3NVD.UK":0.6,"NVDY":0.6,"SNVD.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDS":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":180,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":14,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}