
Within the data center and artificial intelligence (AI) trade, one of the most impressive earnings reports of Q2 came from Arista Networks (NYSE: ANET). The company showed a substantial surprise, exceeding expectations on sales and earnings per share (EPS).
However, when it comes to data centers, everything is connected. Arista Networks' latest results are a positive sign for Broadcom (NASDAQ: AVGO), a company it works closely with.