Arista Networks (ANET) Is Winning AI Data Center Network Share

Arista Networks (NYSE: ANET) reported a record quarter, supported by accelerating demand for its Ethernet based AI data center gear. The company raised its 2026 revenue outlook, tying its forecast to stronger adoption of open Ethernet fabrics in AI workloads. Management highlighted that Arista is winning AI data center projects that might previously have defaulted to Nvidia's InfiniBand interconnects. Arista's push to replace Nvidia InfiniBand with open Ethernet fabrics is important, but...