Arista Networks Surprises With Record Quarter – AI Drives Growth, Tariffs Hinder Outlook

Arista Networks has sent a strong signal to the capital markets in Q1 2025: With a surprisingly high revenue of over $2 billion and a profit jump of 30% compared to the previous year, the network specialist is impressive not only technologically but also financially. The company is massively benefiting from the global investment surge in Artificial Intelligence – but warns of uncertainties due to upcoming US tariffs. Investors and analysts are taking notice: Is Arista's growth sustainable or already endangered by political risks? AI Infrastructure...