Arista Posts Record Q3 Growth as AI Networking Accelerates

Arista Networks reported Q3 revenue of $3.66B, up 58.5% year over year, its largest growth as a public company. CEO Ullal said Arista has surpassed 100 Etherlink customers and forecasts over 10 gigawatts deployed across 10+ accelerator types by end-2027.

• 2 AI infrastructure stocks to buy and hold2026-09-17
• Study Profiles HBM Traffic in Huginn Looped Transformers2026-11-05
• Nvidia DGX Spark encrypted firmware cuts Linux inference speed2026-11-04
• AMD forecast exceeds estimates on strong AI chip demand2026-11-03
• AI inference startup Fal raises $1.3B at $16B valuation2026-11-03