Ullal认为可插拔光学仍将主导，开放式CPO要到2028至2030年才会出现。
我们坚信能用铜就用铜，必须用光才用光。世界将在很大程度上继续使用可插拔光模块。我们不想做专有的共封装光学，预计其在2028至2030年进入市场，并不迫近，目前可插拔光学万岁。原文 (en)
We, first of all, strongly believe in copper when you can and optics if you must. So we think the world is going to remain in a very majority fashion on pluggable optics. We don't want to build proprietary co-packaged optics. We think they'll come on to the market in the '28 to '30 time frame. It's not imminent, but meanwhile, long live pluggable optics.
Ullal 称 Arista 预计 2026 年 AI 网络收入约 35 亿美元，2027 年翻倍至约 70 亿美元。
Ullal 表示，Arista 有望在 2026 年销售约 35 亿美元的 AI 前端和后端网络设备及服务，并在 2027 年翻倍至约 70 亿美元。原文 (en)
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 预计基于 ESUN 的 scale up 试验于 2027 年启动，先从 128-144 个加速器的机架级系统开始，整排可达约 1000 个。
她预计基于 ESUN 协议的 scale up 试验将于 2027 年开始，起初是机架级系统，每个机架内 128 或 144 个加速器，整排机架最多约 1000 个加速器。原文 (en)
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.
Ullal 预测到 2027 年底 Arista 将为 10 吉瓦 AI 集群提供网络并连接十余种加速器，目前已有逾百家 Etherlink 客户。
到 2026 年，Arista 已有一百多家客户使用其面向 AI 的 Etherlink 交换机，她预测到 2027 年底公司将为 10 吉瓦的 AI 集群容量提供网络，并连接十种以上不同的加速器。原文 (en)
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.
Jayshree Ullal 称 Arista 第三季度业绩甚至超出她本人的高预期，反映出 AI 与云网络需求强劲。
CEO Jayshree Ullal 表示，业绩甚至超出了她自己的高预期。原文 (en)
CEO Jayshree Ullal said the results surpassed even my high expectations.
Ullal 表示，各客户领域的强劲势头表明 Arista 在生成式与智能体 AI 时代的重要性不断提升。
这种覆盖各客户领域的强劲势头，凸显了我们在生成式和智能体 AI 时代日益增长的重要性。原文 (en)
This strong momentum across customer sectors highlights our increased relevance for the generative and agentic AI era,