[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [$anets](/topic/$anets) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "Theres a shift happening in AI datacenter networking. This week both Meta and Oracle announced theyre adopting $NVDA's Spectrum-X networking devices a direct challenge to $ANET's hardware. Meta has long been one of $ANET's largest customers. If this migration is meant to continue it could deal a serious blow to $ANET's future revenues. Their second major customer - Microsoft hasnt announced anything yet but its definitely one to watch. $NVDA can bundle their networking hardware with their compute infrastructure. That gives clients a one-stop solution instead of multiple vendors and" [X Link](https://x.com/WealthyReadings/status/1978177983396655448) [@WealthyReadings](/creator/x/WealthyReadings) 2025-10-14T19:15Z 8476 followers, 2064 engagements "@cerotorre Some valid points here but I hedge toward $ANET's leadership and balance sheet and I just don't know how much it makes sense for $MSFT $NVDA et al to vertically integrate all the way into complex engineering like liquid cooling and thermal management" [X Link](https://x.com/turnandburn07/status/1978107109762809914) [@turnandburn07](/creator/x/turnandburn07) 2025-10-14T14:34Z XXX followers, XXX engagements "The core of the $ANET bull case rests on the idea that the AI networking market is large enough for multiple players and that hyperscalers will favor open multi-vendor environments where $ANET's best-in-class software (EOS) gives it a durable competitive advantage" [X Link](https://x.com/turnandburn07/status/1977815328769077425) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:14Z XXX followers, XXX engagements "$NVDA's aggressive push into Ethernet for AI validates the market itself. For years $NVDA's proprietary InfiniBand was seen as the only solution for high-performance AI. Their embrace of Ethernet massively expands the total addressable market for $ANET's core technology. A larger pie can support multiple winners" [X Link](https://x.com/turnandburn07/status/1977814843974664552) [@turnandburn07](/creator/x/turnandburn07) 2025-10-13T19:12Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"Theres a shift happening in AI datacenter networking. This week both Meta and Oracle announced theyre adopting $NVDA's Spectrum-X networking devices a direct challenge to $ANET's hardware. Meta has long been one of $ANET's largest customers. If this migration is meant to continue it could deal a serious blow to $ANET's future revenues. Their second major customer - Microsoft hasnt announced anything yet but its definitely one to watch. $NVDA can bundle their networking hardware with their compute infrastructure. That gives clients a one-stop solution instead of multiple vendors and"
X Link @WealthyReadings 2025-10-14T19:15Z 8476 followers, 2064 engagements
"@cerotorre Some valid points here but I hedge toward $ANET's leadership and balance sheet and I just don't know how much it makes sense for $MSFT $NVDA et al to vertically integrate all the way into complex engineering like liquid cooling and thermal management"
X Link @turnandburn07 2025-10-14T14:34Z XXX followers, XXX engagements
"The core of the $ANET bull case rests on the idea that the AI networking market is large enough for multiple players and that hyperscalers will favor open multi-vendor environments where $ANET's best-in-class software (EOS) gives it a durable competitive advantage"
X Link @turnandburn07 2025-10-13T19:14Z XXX followers, XXX engagements
"$NVDA's aggressive push into Ethernet for AI validates the market itself. For years $NVDA's proprietary InfiniBand was seen as the only solution for high-performance AI. Their embrace of Ethernet massively expands the total addressable market for $ANET's core technology. A larger pie can support multiple winners"
X Link @turnandburn07 2025-10-13T19:12Z XXX followers, XXX engagements
/topic/$anets/posts