Ullal forecasts Arista will network 10 gigawatts of AI cluster capacity and link ten or more accelerator types by end of 2027, with over a hundred Etherlink customers already.
Here in 2026, Arista already has more than a hundred customers using its AI-centric Etherlink switches, and by the end of 2027, she is forecasting that the company will provide networking for 10 gigawatts of AI cluster capacity and will be linking ten or more different kinds of accelerators.
All statements by Jayshree Ullal ›
Ullal said Arista expects AI networking sales of about $3.5 billion in 2026, doubling to roughly $7 billion in 2027.
Ullal said that Arista was on track to sell about $3.5 billion in AI front end and back end networking gear and services in 2026 and that this would double to $7 billion or so in 2027.
Ullal expects ESUN-based scale-up trials to begin in 2027 with rackscale systems of 128-144 accelerators, scaling to about 1,000 across a row.
she expected for scale up trails based on the ESUN protocol to start in 2027, initially with rackscale systems with a radix of 128 or 144 accelerators within a rack and with as many as 1,000 accelerators across a row.
Jayshree Ullal said Arista's third-quarter results exceeded even her own high expectations, reflecting strong AI and cloud networking demand.
CEO Jayshree Ullal said the results surpassed even my high expectations.
Ullal says strong momentum across customer sectors shows Arista's growing relevance in the generative and agentic AI era.
This strong momentum across customer sectors highlights our increased relevance for the generative and agentic AI era,
Ullal says the industry is shifting from compute-centric stacks to network-centric architectures, and Arista aims to break down barriers between compute and networking.
The industry, we believe, is shifting from compute-centric vertical stack to a holistic network-centric approach. Arista is committed to unleashing and breaking down the barriers between compute and networking.