Arista Networks Reports Record Year Driven by AI Dynamics - Oracle is a new Customer and Stargate Represents a $6 Billion Revenue Opportunity!

Arista expands its market share in high-performance switches to over 40% and benefits from the shortened two-year transition cycle to higher network speeds. Stargate offers a $6 billion revenue opportunity over the next five years. Cloud and AI titans are responsible for 48% of the revenue mix. Meta and Microsoft are increasing their capital expenditures, and Oracle is a new customer. AI backend forecast of $750 million confirmed. Three customers plan to jointly deploy 100,000 GPUs this year. The EOS operating system creates a differentiating...