This under-the-radar stock is a 'clear' AI winner says Mizuho

Mizuho analysts said Alphabet’s latest earnings report showed that the company is a “clear winner” in the ongoing AI boom.

However, they also cautioned that not all of this capex growth should be expected to directly benefit ANET, nor should there be expectations for a significant upward revision in guidance. “ANET has talked about around $700M in AI revs next yr as ethernet standards expand for AI networking eqpt,” they noted.

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