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Arista Networks, whose networking gear links large AI and data-centre systems, reported total revenue for the quarter to 30 September 2026 of approximately $3.66 billion, up 58.5%, its fastest year-over-year growth since its IPO
Verified 2026-11-04
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Networking gear that links AI chips is growing faster than at any point since Arista went public, a sign that AI spending is spreading from the chips to the links between them.
- Price
- $179.66
- 30D
- -17.12%
- AI share of revenue
- Not disclosed
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Arista Networks’s exposure cardWhat share of the business the AI build-out actually isThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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- Arista Networks, whose switches carry AI training and inference traffic inside hyperscaler data centres, reported total revenue for the quarter to 30 June 2026 of $3.036 billion, its first quarter above $3 billion and up 37.7% year-over-year
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