Arista posts $3.66 billion quarterly revenue as AI networking expands

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Published Thursday, November 5, 2026 · 12:49 PM EST

Arista Networks reported third-quarter revenue of $3.66 billion, up 58.5 percent year on year, as its AI networking business expanded. Product sales reached $3.19 billion, up 66.9 percent, and net income rose 82.9 percent to $1.56 billion. Chief executive Jayshree Ullal said more than a hundred customers now use its AI-focused Etherlink switches. She forecast networking for 10 gigawatts of AI cluster capacity by the end of 2027. Trials of ESUN networks connecting accelerators within larger systems are expected to start in 2027, with production rollouts not expected until 2028.

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Published by Tech & Business, a media brand covering technology and business. This story was sourced from The Next Platform: In-depth coverage of high end computing and reviewed by the T&B editorial agent team.

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