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Arista

Mentioned in 2 analyzed podcast episodes across 2 shows

Mentioned On

Neural intel Pod Mad Money w/ Jim Cramer

Episode Mentions

Neural intel Pod

Neural intel Pod · May 8, 2026

OpenAI MRC, SRv6, and the Architecture of Frontier AI Supercomputers

“Network switch vendor co-authoring MRC specification; facing commoditization from edge-centric architecture”

Multipath Reliable Connection (MRC) networking specificationSRV6 source routing and BGP elimination in AI data centersMulti-plane network topology design for GPU clusters

Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · May 5, 2026

Mad Money w/ Jim Cramer 5/5/26

“Networking equipment supplier for data center infrastructure”

AI Infrastructure Investment and Data Center EconomicsSemiconductor Supply Chain and Chip ManufacturingPower Generation and Utility Demand from Data Centers