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The Current AI Networking Wave Will Be A Tsunami Of Money By 2027

February 13, 2026 Timothy Prickett Morgan 1

$230.70. That’s it.

If you take the $34.6 billion that Arista Networks has made in product revenue since it was founded way back in 2004 by Andy Bechtolsheim, David Cheriton, and Kenneth Duda and divide it by the 150 million cumulative ports that it has shipped (with the product ramp really starting in 2010 after the company dropped out of stealth mode in 2009) This is a remarkable number give the fact that Arista has tended to ship very expensive ports that often cost $1,000 or more without services on top of them. …

AI

The Road To HPC And AI Profits Is Paved With Good Intentions

December 1, 2025 Timothy Prickett Morgan 2

With a profitable PC business that has 25 percent of global shipments (thanks in large part to its acquisition of IBM’s PC business two decades ago) plus a respectable smartphone business (by virtue of its Motorola acquisition), the client device business at Lenovo is finally back to where it was during the peak of the coronavirus pandemic and is consistently delivering what are decent profits for this cut-throat part of the IT sector. …