Arista Networks
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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.
The article recommends two companies supporting AI infrastructure as long-term investments, highlighting networking and chip-design tool providers as central to rising AI spending and noting Arista surpassed $3 billion in quarterly revenue in 2026 and joined the Fortune 500.
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Arista Posts Record Q3 Growth as AI Networking Accelerates