Arista CEO forecasts networking for 10 gigawatts of AI clusters by end of 2027
Overview
Arista Networks CEO Jayshree Ullal forecasts that by the end of 2027 the company will provide networking for 10 gigawatts of AI cluster capacity, linking ten or more kinds of accelerators.
Ullal says Arista already has more than 100 customers using its AI-centric Etherlink switches.
Arista reported third-quarter total revenue of $3.66 billion, up 58.5% year on year, with product sales of $3.19 billion. Ullal says the company has worked with AMD, Arm, Meta Platforms, Microsoft and Qualcomm on rackscale switching, and expects ESUN scale-up trials to start in 2027.
Written by AI from the articles below · updated Nov 5, 1:14 PM ET
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- The Next PlatformNewsArista forecasts networking for 10 gigawatts of AI clusters by end of 2027
AIArista Networks CEO Jayshree Ullal forecasts that by the end of 2027 the company will provide networking for 10 gigawatts of AI cluster capacity, linking ten or more kinds of accelerators. Arista reported Q3 total revenue of $3.66 billion, up 58.5 percent year on year, with product sales of $3.19 billion. Ullal said the company has worked with AMD, Arm, Meta Platforms, Microsoft, and Qualcomm on rackscale switching, and expects ESUN scale-up trials to start in 2027.
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