Arista Networks (ANET) makes high-speed Ethernet switches and networking software that move data quickly between GPUs, servers and storage in AI data centers, helping prevent bottlenecks that slow the whole operation. In June, it launched the 7060XE7 Series, supporting 1.6 terabit-per-second connections, and said its linear pluggable optics can cut interconnect power consumption by approximately 60% compared with traditional options. On Oct. 7, Arista announced a rack-scale networking architecture developed with AMD, Broadcom, Meta, Microsoft and Qualcomm, with its Etherlink SU-144 connecting up to 144 AI accelerators in a single hop and scaling to 1,024. Arista stock is up 54% so far this year, versus 50% for Cisco and 20% for Nvidia. Second-quarter revenue reached $3.03 billion, up 37.7% year over year; the company plans to report third-quarter results on Nov. 3 and guides to $3.3 billion in revenue.
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