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|2024 08 01 1 TMT/Arista AI Arista Arista EOS CloudVision Arista Cisco 2023 58.60 33.75%25%2024Q2 2024 14%AI&2023 442 DC/DC 41.5%/58.5%2028 600 2027 200G/400G 50%CR3-64.2%/CR5-77.8%Cisco Arista 43.7%11.1%H3C Cisco Arista Juniper HPE NVIDIA 800G 1 AI AI Capex 2 3 UEC AI/HPC Arista&Etherlink AI 1 DC 2 Etherlink AI 10 AI Opex 3 EOS 4 Meta Microsoft Arista AI AI PCB Arista AI Meta Microsoft Arista%193 3.8 2603.3 3.6 1954.9 3.0%1m 6m 12m 1.3 9.0-13.2 1.9 1.9 1.0 1 2024-07-28 2 AI 2 2.0 10 2024-07-04 3 5 2024-05-29 S1090522060001 S1090523040001-40-30-20-10010Aug/23 Nov/23 Mar/24 Jul/24(%)通信 沪深300Arista AI 2 Arista.6 Arista.7 1.7 2.9 1.9 2.10 3.11 3 Meta.11 4.12 1 2024Q2.12 2 2023 2024Q2 65.4%.13 3.14 5 Cisco.15 6.16 AI&.17 1.17 1.17 2.17 2 AI Capex.20 3.22 4&.24 Arista&Etherlink AI.28 1 100/200/400G 28 2 Etherlink AI AI.29 3 EOS.32 4.34.36 ZXAZuNqNsRrQsMsRrMrOrQ7N8Q8OpNmMsQnRjMnNwOlOoOoM8OrRuNNZpMoPuOnMsM 3 1 Arista.6 2 Arista.8 3 Arista.8 4 Arista EOS CloudVision.9 5 Arista.9 6 Arista/.10 7 Arista.11 8 CloudVision.11 9 CloudVision.11 10 Arista.12 11 2019-2023 Arista%.13 12 2022Q1-2024Q2 Arista%.13 13 Arista%.13 14 2019-2023 Arista%.14 15 2023Q1-2024Q2 Arista%.14 16 2019-2023 Arista%.14 17 2019-2023 Arista%.14 18%.15 19%.15 20.17 21 2019-2023%.18 22 2023%.18 23 2019-2023/%18 24 2028 600 18 25 100G 200G/400G%19 26 2023-2027E 200G/400G/%19 27 2019-2023%.20 28 2022Q1-2023Q3%.20 29 GPU/.21 30 2019-2025E%.22 4 31 2022Q1-2024Q1%.22 32.23 33 4.23 34.23 35 Top500%.25 36 RoCEv2.26 37 AI.27 38 10G%28 39 10G%28 40 2020Q2-2023Q4 100/200/400G 28 41 2020-2023 100/200/400G 28 42 Arista.29 43 Arista Etherlink AI.29 44 Arista EOS AI.31 45 Arista AI.31 46 Broadcom Tomahawk.33 47 Arista EOS.33 48 2019-2023 Arista Microsoft%.34 49 Meta 24,576 H100 Arista.34 50 2020-2023 SP%.35 51 400G%.35 52 PEBand.37 53 PBBand.37 1 Arista.8 2 Arista.12 3 Arista Cisco.15 4 2023%18 5.20 6 Meta 24,576 H100 InfiniBand Capex 23.9%.20 7 GPU/.21 8 2024Q1.22 z7AKiHtTc2tCoC0l3L/H5/C4iNkD3XJlIbfvIKRvuXLxlItVTWwJnRF553ptfqlj 5 9.23 10.24 11.25 12 UEC.26 13 Arista Etherlink AI.30 14 Arista.30 15 Arista Cisco Juniper AI.31 16 Arista.32 17 Broadcom.33 18 Arista Cisco Juniper.34 19 Arista PS.36 20 Arista PE.37 6 Arista 1 Arista 7 Arista 1 Arista EOS CloudVision 4 2004-2014 2004 2014 2014-2016 Arista 2014 100G 2015 CloudVision 25/50/100G 2015 10%2016-2018 2016 Arista Arista Arista Any Cloud WLAN EOS CloudVision 2019 AI 2019 Arista Cloud EOS CloudVision 2024 Arista NVIDIA AI Arista Etherlink AI AI 2018 Mojo Networks CloudVision 2018 Metamako Arista 2020 Big Switch Networks 8 2 Arista 3 Arista Wind 1 Arista 2018 Mojo Networks 1.19 Cognitive WiFi Mojo Networks CloudVision 2018 Metamako Holding PTY LTD Metamako Arista 2020 Big Switch Networks 7,330 Arista AI 2020 Awake Security 1.81 AI 2022 Untangle Incorporated 1.59 Arista CUE 2022 Pluribus Networks Arista UCF SDNLAB 9 2 Arista EOS CloudVision&Arista 1 10G 40G 100G 200G 400G 800G 2 Arista EOS Capex Opex 3 Arista CloudVision EOS 4 Arista EOS CloudVision 5 Arista 1 2023 38.09 27.85%65%2023 Arista 400G 2022 600 2023 800 2025 7.5 10 Arista 1G-800G Arista 1G-800G:Arista 7060X5/X6 Broadcom Tomahawk 4/Tomahawk 5 25.6Tbps/51.2Tbps 7060X6 2RU 64 800G 128 400G Arista 7800R 460Tbps 16 576 800G 1,152 400G AI AI 6 Arista/2 2023 11.13 81.52%19%2023 WAN WAN LAN WAN 2023 2025 7.5 Arista DCI&11 7 Arista 3 2023 9.38 18.89%16%2023 Arista CloudVision 2,400 Arista EOS Arista EOS Linux+CloudVision 8 CloudVision 9 CloudVision 3 Meta Arista 2023 Arista 2019-2023 Arista 2023Q4 2023 35%12 Meta 2023 39%2023 Meta 18%21%2023 Arista 10.55 50.47%Meta 12.31 8.03%AI 10 Arista 4 1 2024Q2 2 Arista 2023 2023 58.60 2024%Q2 14%2024Q1 12%-14%Non-GAAP 62.60%2024%62%-64%38.09 65%2025 AI 7.5 11.13 19%2025 7.5 Arista 2023 Arista 58.60 33.75%25%2019-2023 CAGR 24.86%2023 Arista 20.87 54.34%2019-2023 CAGR 24.81%2024Q2 2024 14%2024Q2 16.90 15.87%2024Q1 16.2-16.5 SP 2024 2024Q1 12%-14%14%13 11 2019-2023 Arista%12 2022Q1-2024Q2 Arista%Wind Wind 2023 43%36%21%Meta Microsoft 21%18%2023 Arista 79.37%11.45%9.18%13 Arista%2 2023 2024Q2 65.4%2023 2024Q2 65.4%23 Arista Non-GAAP 62.6%yoy+0.70pct Non-GAAP 37.5%(yoy+4.47pct)24Q2 Non-GAAP 65.4%4.1pct 24Q1 2024Q3 Non-GAAP 63%-64%Q3 2024-40%-20%0%20%40%60%80%0102030405060702019 2020 2021 2022 2023营业收入（亿美元）归母净利润（亿美元）营业收入yoy（%）归母净利润yoy（%）0%20%40%60%80%100%051015202022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 2023Q3 2023Q4 2024Q1 2024Q2营业收入（亿美元）归母净利润（亿美元）营业收入yoy（%）归母净利润yoy（%）14 14 2019-2023 Arista%15 2023Q1-2024Q2 Arista%Non-GAAP Non-GAAP 2023 13.73 23.4%2.8pct 1 2023 8.55 yoy+17.37%14.59%2.04pct 2 2023 3.99(yoy+22.04%)6.81%0.65pct 3 2023 1.19(yoy+27.71%)2.03%0.10pct 16 2019-2023 Arista%17 2019-2023 Arista%Bloomberg Bloomberg 3 Arista FY2019-FY2023 FY2019-FY2023 Cisco HPE Juniper Arista 1 FY2019-FY2023 Arista CAGR 24.86%Cisco HPE Juniper CAGR 2.72%2 FY2019-FY2023 Arista 0%10%20%30%40%50%60%70%2019 2020 2021 2022 2023销售毛利率（%）销售净利率（%）0%10%20%30%40%50%60%70%2023Q1 2023Q2 2023Q3 2023Q4 2024Q1 2024Q2销售毛利率（%）销售净利率（%）0%5%10%15%20%25%30%35%40%2019 2020 2021 2022 2023一般行政管理费用（%）销售费用（%）研发费用（%）营业费用率合计（%）0%5%10%15%20%25%30%01234567892019 2020 2021 2022 2023研发费用（亿美元）yoy（%）15 23.56%Cisco HPE Juniper 9.71%Arista 3 Non-GAAP Arista Cisco FY2019-FY2023 60%FY2019-FY2023 Arista Non-GAAP 63.68%60%Cisco 65.16%HPE Juniper 18%19%Wind Bloomberg Wind Bloomberg Non-GAAP 5 Cisco Arista Cisco Cisco CEO Jayshree V.Ullal Cisco 100 Andy Bechtolsheim 1996-2003 Cisco Gigabit VP/GM Cisco Catalyst 4500 L3 SMB Arista Cisco Cisco Arista 3 Arista Cisco Jayshree V.Ullal CEO Jayshree Arista CEO Arista Jayshree Cisco 1 100 Andy Bechtolsheim Andy 1976 1977 1982 Arista Networks Andy Sun Microsystems Granite Systems 1996 Cisco 1996 2003 Andy Cisco Gigabit VP/GM Cisco Catalyst 4500-20%-10%0%10%20%30%40%50%60%FY2019 FY2020 FY2021 FY2022 FY2023Arista（%）Cisco（%）HPE（%）Juniper（%）0%10%20%30%40%50%60%70%FY2019 FY2020 FY2021 FY2022 FY2023Arista（%）Cisco（%）HPE（%）Juniper（%）16 Chantelle Breithaupt CFO Chantelle Breithaupt(Wilfrid Laurier University)25 Chantelle Cisco(Cisco Systems)(GE)Kenneth Duda CTO Ken(MIT)Kenneth Duda Arista EOS NetDL Arista NAAS Ken T CTO 3D Granite Systems Cisco Catalyst 4000 Hugh Holbrook CDO Hugh AI Arista UEC 2005 Arista Arista EOS Arista Cisco Catalyst 4500 John McCool CPO John(Drexel University)(Santa Clara University)Arista John 35 EMC Firetide Cisco 17 1996 Cisco Granite Systems Cisco Christopher Schmidt CSO Chris(Siena College)20 Chris Cisco 6 2024 5 Arista 12 2024 5-2027 5 2021 11 Arista 10 2024Q1 117.20 850 2024 4 1.45 269.80 2024 5 Arista 12 2024 5-2027 5 17 AI&1 1 OEM ODM 1 Arista Celestica 2 Cisco HPE H3C Juniper 20 Wind 2 2023 442 2028&600 18 IDC 2023 442 20.1%2019-2023 CAGR 11.03%1 2023 183 13.6%41.5%2019-2023 CAGR 10.04%2 2023 259 25.2%58.5%2019-2023 CAGR 11.76%650 Group 2028+600 4 2023%2023 2023%2019-2023 CAGR%442 20.1%11.0%100.0%183 13.6%10.0%41.5%259 25.2%11.8%58.5%IDC 21 2019-2023%22 2023%IDC IDC 23 2019-2023/%24 2028 600 IDC 650 Group-5%0%5%10%15%20%25%0501001502002503003504004505002019 2020 2021 2022 2023全球以太网交换机市场规模（亿美元）yoy（%）41.50%58.50%数据中心交换机市场（%）非数据中心交换机市场（%）-10%0%10%20%30%0501001502002503002019 2020 2021 2022 2023数据中心交换机（亿美元）非数据中心交换机（亿美元）数据中心交换机yoy（%）非数据中心交换机yoy（%）19 AI 2027 200G/400G 53%IDC 2023 100G 84.93 6.4%200G/400G 33.28 68.9%18.19%7.53%AI DellOro 2024 400G 51.2Tbps 400G IDC 2027 200G/400G 53.53%2023 35.34pct 24.41%2023 16.88pct 25 100G 200G/400G%26 2023-2027E 200G/400G/%IDC IDC 2023 Cisco Arista 2023 CR3 4.2pct CR5 7.5pct IDC 2023 CR3 64.2%4.2pct CR5 77.8%7.5pct 2022 29.7%2023 22.2%Cisco Arista Cisco Arista HPE H3C 43.7%11.1%9.4%9.4%4.2%Cisco Arista 2.8pct 1.8pct Cisco DC Arista DC 90%Cisco Arista Juniper 800G DC DC Cisco DC Arista DC 90%IDC 2023 Cisco DC 30.5%Arista DC 91.4%H3C Cisco Arista Juniper NVIDIA 800G 0%100%200%300%400%0204060801002019 2020 2021 2022 2023100G 端口市场规模（亿美元）200G/400G 端口市场规模（亿美元）100G 端口yoy（%）200G/400G 端口yoy（%）0%10%20%30%40%50%60%2023 2024E 2025E 2026E 2027E200G/400G 交换机占全球数据中心交换机市场比重（%）200G/400G 交换机占全球以太网交换机市场比重（%）20 27 2019-2023%28 2022Q1-2023Q3%IDC IDC 5 2023 DC/DC Arista DC 91.4%DC 8.6%1G-800G Broadcom Intel Fulcrum Alta Cavium Arista EOS Cisco DC 30.5%DC 69.5%10M-200M 1G-800G Cisco IOS Cisco NX-OS-10M-100M 1G-800G VRP HPE DC 10.4%DC 89.6%1G-400G IMC H3C-1G-800G Comware Juniper-100M 1G/-800G Junos OS IDC 2 AI Capex AI IT Capex 15.5%Meta 24,576 H100 InfiniBand Capex InfiniBand Capex 23.9%Meta 24,576 H100 10 InfiniBand Capex 26.1%Capex 2.2pct Capex 6 Meta 24,576 H100 InfiniBand Capex 23.9%Capex%48.3%45.2%42.7%40.9%43.7%6.6%6.1%7.1%9.3%11.1%9.0%9.7%9.6%9.8%9.4%5.1%5.4%5.7%5.1%9.4%4.8%5.4%5.9%5.2%4.2%26.3%28.2%28.9%29.7%22.2%0%20%40%60%80%100%2019 2020 2021 2022 2023Cisco（%）Arista（%）华为（%）HPE（%）H3C（%）其他（%）42.8%39.8%41.5%39.8%44.0%45.5%43.4%8.8%9.5%9.2%9.7%10.9%10.0%10.2%7.0%10.0%10.5%10.9%5.7%8.6%9.2%5.6%5.2%4.5%5.2%6.7%6.8%7.4%5.3%6.1%5.2%4.4%3.5%4.0%4.0%30.4%29.5%29.1%30.0%29.1%25.2%25.8%0%20%40%60%80%100%2022Q1 2022Q2 2022Q3 2022Q4 2023Q1 2023Q2 2023Q3Cisco（%）Arista（%）华为（%）HPE（%）H3C（%）其他（%）21 NVIDIA H100 66.50%Intel CPU 1.80%InfiniBand IB HCA DPU/NIC 23.90%DDR5 RAM NVMe SSD 3.90%0.70%IT 3.30%Meta AI GPU Scale-Out 1 Spine-Leaf GPU 25.6T=1:0.125:0.04 2 DDC GPU=1:0.125:0.125 Scale-up NVL72 NVLink GPU 28.8T=1:0.25 7 GPU/Scale-Out 51.2T Spine 64 RG-S6990 51.2T TH5 128 400G 8,192 GPU Leaf 128 RG-S6990 51.2T TH5 128 400G 25.6T Spine 256 RG-S6980 25.6T TH4 64 400G 32,768 GPU Leaf 512 RG-S6980 25.6T TH4 64 400G ToR 512 RG-S6980 25.6T TH4 64 400G DDC NCP 960 RG-S6930-18QC40F1 15.6T 18 400G 40 200G Fabric 17,280-32,768GPU NCF 1,200 RG-X56-96F1 19.2T 96 200GFabric Scale-Up NVL72 NVLink-18 NV Switch-28.8T 72 2*200G 72 Blackwell GPU MWC 2024 NVIDIA 29 GPU/MWC 2024 NVIDIA AI 2024 AI AI Bloomberg 22 2024 1,938.62 31.48%Arista AI 3-6 30 2019-2025E%31 2022Q1-2024Q1%Bloomberg Bloomberg 8 2024Q1 2024Q1 Amazon 2024Q1 AI AI 2024 AIGC AWS Microsoft 2024Q1 PP&E 110 AI FY2025 FY2024 AI Google 2024Q1 120 AI 2024 Q1 2024 10%2023 Meta 2024Q1 67 2024 350-400 300-370 AI 2025 AI 3-10%0%10%20%30%40%05001,0001,5002,0002,5002019 2020 2021 2022 2023 2024E 2025EAmazon（亿美元）Microsoft（亿美元）Google（亿美元）Meta（亿美元）合计同比（%）-20%-10%0%10%20%30%40%010020030040050021Q1 21Q2 21Q3 21Q4 22Q1 22Q2 22Q3 22Q4 23Q1 23Q2 23Q3 23Q4 24Q1Amazon（亿美元）Microsoft（亿美元）Google（亿美元）Meta（亿美元）合计同比（%）合计环比（%）23 32-SDNLAB 9 NOS NOS ASIC ASIC Accton Quanta QCT Alpha Networks Delta Computer Arista Juniper Dell HPE Cisco Huawei HPE Nexus Juniper SDNLAB 1 AT&T 1-1-2-2-2 33 4 34-1 Capex Opex Capex Opex 24 2+2023 ODM 16.2%2023 14.3%10 Google SDN 2013 B4 SDN Jupiter Microsoft 2015 Azure Cloud Switch ACS 2016 OCP SONiC Amazon 2010 AWS ToR Meta 2021 9 Cisco Meta Silicon One Q200L 12.8Tbps Wedge400C TOR 2018+DAC 2023 51.2T SONiC 2018+NOS SONiC TCSOS 2019 2023 Orange 2022 Orange+SONiC AT&T 2017 AT&T 2015 2023 TeleNOS 48 25G+8 100G 2019 ONF RAN-SDNLAB C114 4&2024H1 InfiniBand 500 Top500 1 2023H1 InfiniBand 2024H1 InfiniBand Top500 47.8%7.8pct 39.0%6.4pct 2 Top10 1 2 5 6 25 35 Top500%Top500 11 Rmax PFlop/s Rpeak PFlop/s 1 Frontier 8,699,904 1206.00 1714.81 2 Aurora 9,264,128 1012.00 1980.01 3 Eagle 2,073,600 561.20 846.84 InfiniBand 4 Supercomputer Fugaku 7,630,848 442.01 537.21 5 LUMI 2,752,704 379.70 531.51 6 Alps 481,440 270.00 353.75 7 Leonardo 1,824,768 241.20 306.31 InfiniBand 8 MareNostrum 5 ACC 663,040 175.30 249.44 InfiniBand 9 Summit 2,414,592 148.60 200.79 InfiniBand 10 Eos NVIDIA DGX SuperPOD 485,888 121.40 188.65 InfiniBand Top500 RoCEv2 InfiniBand AI InfiniBand RoCE RoCE InfiniBand 2023 InfiniBand RoCEv2 2us 5us InfiniBand RoCEv2 Meta Arista 7800 NVIDIA Quantum2 InfiniBand 2 24,576 H100 GPU Arista 2024Q1 Meta InfiniBand 10%47.8%39.0%0%10%20%30%40%50%60%2018.11 2019.06 2019.11 2020.06 2020.11 2021.06 2021.11 2022.06 2022.11 2023.06 2023.11 2024.06InfiniBand（%）Gigabit Ethernet（%）Omnipath（%）Custom Interconnect（%）Proprietary Network（%）26 36 RoCEv2 2023 AMD Arista Broadcom Cisco AI/HPC 2024Q3 V1.0 2023 7 AMD Arista Broadcom Cisco Eviden HPE Ultra Ethernet Consortium UEC AI HPC 2024 3 55 715 UEC 2024Q3 1.0 AI 2024 7 The Next Platform NVIDIA UEC NVIDIA UEC Arista UEC 1 2 3 AI 12 UEC Type1 Type2 Type3 100us+10us 100Gb/s 800Gb/s 12Tb/s 10 SSL/TLS UEC 1,000m 150m 10m 256K+256K 100-1,000 UEC Broadcom Marvell AI NVIDIA 27 AI Broadcom 2024Q2 AI 2024Q2 2024 AI 110 60%40%2023 80%20%AI 8 AI 7 Broadcom 2025 GPU Marvell AI AI Day FY2024 AI 5.5 10%7pct FY2025 15 2/3 1/3 30%FY2026 25 NVIDIA Spectrum-X NVIDIA Spectrum-X 10 GPU Spectrum-X NVIDIA 37 AI Broadcom Marvell NVIDIA 28 Arista&Etherlink AI 1 100/200/400G 2023 10G Cisco 28.1%Cisco Crehan Research 2023 10G Arista 28.1%5.6pct Cisco 2.4pct 27.2%Arista Cisco Arista 4.7pct 29.9%Cisco 4.4%2022 10.9%Arista 100G/200G/400G 45%Crehan Research 2023 100G/200G/400G Arista 45%Cisco 20%IDC 2027 100G 69.05%83.30%Arista 38 10G%39 10G%Crehan Research Crehan Research 40 2020Q2-2023Q4 100/200/400G 41 2020-2023 100/200/400G Crehan Research Crehan Research 29.9%34.3%0%20%40%60%80%100%2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023Arista（%）Cisco（%）28.1%27.2%0%20%40%60%80%2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023Arista（%）Cisco（%）012345678Arista（百万端）ROM（百万端）Cisco（百万端）0510152025302020 2021 2022 2023Arista（百万端）ROM（百万端）Cisco（百万端）29 Arista 2024Q1 DellOro 2024Q1 23%Cisco Arista 2024Q1 2023Q3-2024Q1 42 Arista DellOro Group 2 Etherlink AI AI AI Arista AI Etherlink AI 2024 6 Arista Arista Etherlink 7060X 7800R 7700R AI Arista EOS-43 Arista Etherlink AI Arista AI Networking Etherlink AI Arista EOS AI Opex 1 Arista Broadcom Tomahawk 5 Jericho3-AI 30 2 XPU Arista AI XPU AI XPU AI XPU/AI XPU 3 Arista EOS AI Arista EOS AI Qos AI AI AI Arista EOS AI AI Opex 2023 4 AI 2025 1-10 Arista 2023 4 AI 5 4 1 InfiniBand 400G 800G AI GPU 2025 NVIDIA GPU Arista 1-10 13 Arista Etherlink AI Arista AI AI 7060X5 Tomahawk 4 25.6Tbps 32 800G 64 400G 7060X6 Tomahawk 5 51.2Tbps 64 800G 128 400G AI 7800R3A Jericho 2C+14.4Tbps 36 400G 7800R4 Jericho 3-AI 28.8Tbps 36 800G 72 400G 2024H2 7700R4 DES Jericho3-AI 28.8Tbps 18 800G 36 400G 2024H2 Arista AI Networking 14 Arista XPU Arista AI Arista 7060X6-64PE 64 800G 128 400G Arista 7800R4 576 800G 1,152 400G Arista 7700R4+32,000 XPU Arista 7800R+7060X/Arista AI Networking 31 44 Arista EOS AI 45 Arista AI Arista AI Networking Arista AI Networking Arista Cisco Juniper 1 25.6Tbps 51.2Tbps 400G 800G;2 AI Arista 2025 AI 7.5 Cisco FY2025 AI 10 Arista AI 3 NVIDIA Arista Cisco Arista EOS AI NVIDIA 15 Arista Cisco Juniper AI AI AI NVIDIA Arista 7060X5 Tomahawk 4 25.6Tbps 32 800G 64 400G Arista EOS AI/2025 AI 7.5 Meta Microsoft 2024 5 Arista Arista EOS AI AI 7060X6 Tomahawk 5 51.2Tbps 64 800G 128 400G Arista EOS AI/7800R4 Jericho 3-AI 28.8Tbps 36 800G 72 400G 4 8 12 16 Arista EOS AI 7700R4 DES Jericho 3-AI 28.8Tbps 18 800G 36 400G Arista EOS AI AI Cisco Nexus 9232E Silicon One G100 25.6Tbps 32 800G Cisco NX-OS FY2025 AI 10 Cisco AI 2024 6 Cisco NVIDIA AI Cisco Nexus HyperFabric 8111 Silicon One G100 25.6Tbps 32 800G 64 400G Cisco IOS XR Linux Foundation 32 AI 51.2T Silicon One G200 51.2Tbps-AI Nexus 6000 400G/800G NVIDIA GPU AI Juniper QFX5230 Tomaha
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