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Data Center News > Blog > Global Market > Arista shares Q3 financials, touts ‘golden era in networking’
Global Market

Arista shares Q3 financials, touts ‘golden era in networking’

Last updated: November 10, 2025 11:45 am
Published November 10, 2025
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“I believe quite a lot of these designs will materialize because the requirements for Ethernet are getting stronger and stronger. We now have a UEC [Ultra Ethernet Consortium] spec. You heard me discuss concerning the Scale-Up Ethernet spec for ESUN the place we are able to deliver completely different work streams onto the identical Ethernet headers, transport headers, knowledge hyperlink layer, et cetera. So I believe quite a lot of this shall be underway in 2026 and actually emerge in 2027 as Scale-Up Ethernet turns into a extra necessary a part of that,” Ullal stated.

“Arista’s Ethernet portfolio is totally UEC succesful, suitable, and we are going to proceed so as to add increasingly more compliance, packet trimming, packet spring, dynamic load balancing. These are all necessary options that our switches help. And we are going to increase that with the ESUN specification,” Ullal stated.

“We’ve been an early pioneer, 4 distributors began this collectively, together with Broadcom, Arista and a few our cloud titan clients. I’m fairly positive will probably be 20, 25, 30 over time. And having a standards-based ESUN settlement will enable us to broaden UEC into the scale-up configuration as properly, leveraging UEC and IEEE specs.”

Accelerating the accelerators

When requested concerning the rising convergence between compute and networking and the way Arista will deal with that integration, Ullal famous Arista’s present improvement and testing of a major variety of these racks.

“I believe at any given time, we’ve 5 to seven tasks with completely different accelerator choices. Clearly, Nvidia is the gold customary at this time, however we are able to see 4 or 5 accelerators rising within the subsequent couple of years. Aristo is being sought to deliver all features, the cradling, the co-packaging, the ability, the cooling, in addition to the connection to completely different XPU cartridges because the community platform of selection in lots of of those instances. So we’re concerned in quite a lot of early designs. I believe quite a lot of these designs will materialize,” Ullal stated.

See also  Exowatt Raises $70M to Power Data Centers in U.S. Energy Push

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TAGGED: Arista, Era, financials, Golden, networking, shares, Touts
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