# Arista posts $3.66 billion quarterly revenue as AI networking expands

_Published Thursday, November 5, 2026 at 12:49 PM EST · Infrastructure, Products · Latest · Tier 2 — Notable_

![Arista posts $3.66 billion quarterly revenue as AI networking expands — Primary](https://image.nextplatform.com/5235296.jpg?imageId=5235296&x=0&y=0&cropw=100&croph=100&panox=0&panoy=0&panow=100&panoh=100&width=1200&height=683)

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.

## Sources

- [The Next Platform: In-depth coverage of high end computing](https://www.nextplatform.com/connect/2026/11/05/arista-lines-up-networking-for-10-gigawatts-of-ai-systems/5307929)

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Canonical: https://techandbusiness.org/newswire/1oPKz9d-ccjbxVQncNSipl
Published: 2026-11-05T17:49:21.210Z
Story chronology: 2026-11-05T17:30:52.000Z
Retrieved: 2026-11-06T23:13:22.335Z
Publisher: Tech & Business (techandbusiness.org)