Arista Networks Raises Growth Forecast to 25% – AI Revenues Expected to More than Double in 2026!
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Arista Networks (ANET) aims to set the gold standard for AI cluster networking in data centers with open Ethernet technologies. With over 150 million ports shipped and a quarterly net profit of over 1 billion USD for the first time, the CEO points to significant milestones. Major customers Meta and Microsoft are responsible for 42% of total revenues, reflecting the positive impact of massive increases in AI investment spending. Customer concentration is expected to improve in 2026 with one or two new customers contributing more than 10% to revenue...
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