Arista Networks Inc at Barclays Global Technology Conference Transcript
Hello, everybody. Tim Long, Barclays IT hardware equipment analyst. Thank you so much for joining. Very happy to have Arista Networks with us. With us, we have Mark Foss, who is operations and marketing and Hardev Singh, GM on the cloud products. So we're getting a few different pieces of the business, a few different perspectives here. Thank you so much, guys, for joining.
Thank you. Thanks for having us.
Questions & Answers
So let's -- yes, we're going to bounce around a little bit, but -- maybe if we start more, Hardev, probably for you on when we're looking at cloud and AI networking, there's a lot of debates about competition. So we've always been talking about [white box] and it's always been there, but it's not going away as a discussion point. And obviously, over the last several years, given what NVIDIA has done with
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