ANET · News · 20261104N

AI Infrastructure Positioning

Arista Networks, Inc. · 2026-11-04 · Importance 26 · Surprise 24

CEO Jayshree Ullal said scale-up revenue is unlikely to be material until 2028, distinguishing its nearer-term AI networking opportunity from scale-up deployments. Arista anticipates significant growth in scale-out and scale-across deployments. The company sees Ethernet as a potential long-term challenger to proprietary scale-up technologies.

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