Arista Networks Inc (ANET) Presents at Arista Networks Inc Presents at J.P. Morgan Hardware & Semis Access Forum (Transcript) [Seeking Alpha]
JP Morgan Chase & Co. (JPM)
Last jp morgan chase & co. earnings: 4/14 06:43 am
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Source: Seeking Alpha
Company Participants Martin Hull - Corporate Participant Rod Hall - Corporate Participant Conference Call Participants Samik Chatterjee - JPMorgan Chase & Co, Research Division Samik Chatterjee Okay. Great. Yes, I think the mic's working. So thank you, everyone. I have the pleasure of hosting the next session with Arista. And we have with us Martin Hull, who's the Vice President and General Manager of Cloud and AI Platforms; as well as Rod Hall, ex- JPMorgan, and now in Arista Finance. So Rod, thanks for being here as well. Rod Hall Sure, Samik. It's good to be here. Samik Chatterjee Thank you both for the time. I'll start you with a very easy and no sort of hard question to really hit at. But a lot of the conversation over the recent months has moved very quickly to scale-up networking. And so we understand AI is an incremental revenue opportunity for the company, but just help us think about how you're thinking about the TAM to scale-out versus scale-up and we c
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