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No “Doom And Gloom” In The First Half For Arista
There has been no shortage of turmoil in the global economy thanks to war – trade and otherwise – and skirmish and terror of various kinds and severity. …
Arista Networks
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Arista Can Ride AI Up Past $10 Billion In 2026
In many ways, Arista Networks still behaves like a startup even though it was founded twenty years ago, rollout out its first products a little more than a decade and a half ago, went public a decade ago, and now as over 10,000 customers and over 100 million Ethernet ports sold that generated a cumulative $32 billion in revenues for hardware, software, and support. …
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The Back End AI Network Puts Pressure On The Front End
For most of the history of high performance computing, a supercomputer was a freestanding, isolated machine that was designed to run some simulation or model and the only link it needed to the outside world was a relatively small one to show some visualization. …
AI
Arista Banks On The AI Network Double Whammy
Current AI training and some AI inference clusters have two networks. …
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Arista Networks Conservatively Awaits Its AI Boom
As a founding member of the Ultra Ethernet Consortium, which has the express purpose of making Ethernet as good for AI and HPC clusters as InfiniBand but with the scalability and familiarity of Ethernet, Arista Networks wants to benefit mightily from the AI wave that is coming to enterprise datacenters the world over. …
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Where Cloud And AI Titans Rule The Network
As 2023 has progressed, the revenue growth projections at Arista Networks have inched up as its supply chain issues are getting resolved. …
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Micas Takes On Arista And The Whiteboxes In Datacenter Switching
The rise of the merchant silicon suppliers for datacenter networking and routing, which was spearheaded by Broadcom with chips and Arista Networks with switches, was not a foregone conclusion. …
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Ethernet Consortium Shoots For 1 Million Node Clusters That Beat InfiniBand
Here we go again. Some big hyperscalers and cloud builders and their ASIC and switch suppliers are unhappy about Ethernet, and rather than wait for the IEEE to address issues, they are taking matters in their own hands to create what will ultimately become an IEEE standard that moves Ethernet forward in a direction and speed of their choosing. …
AI
After The 2022 Bump, Arista Is Back To The Grind In 2023
For Arista Networks, the poster-child of hyperscaler and cloud build networking that, more than any other vendor, has championed merchant silicon and Linux as the basis of a modular network operating system, 2022 was a bumper crop year. …
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Meta Platforms Spent Over $1 Billion On Arista Networking In 2022
The hyperscalers and cloud builders are the toughest customers in the IT sector, demanding the highest performance at the lowest price and an ever-improving ratio between the two. …