Arista's revenue rises 58.5% to US$3.66 billion, its fastest growth since its IPO, and it launches liquid-cooled AI switch racks
What changed
Arista Networks reported Q3 2026 revenue of US$3.66 billion, up 58.5% on a year earlier and above its own US$3.3 billion guidance, with a GAAP operating margin of 44.9%. It expects US$3.9 billion to US$4.0 billion of revenue for Q4 2026 (company forecast) and gave a first 2027 outlook of about US$18.5 billion on the call. Arista says it launched a liquid-cooled, open Ethernet rack-scale portfolio for AI networks, including the Etherlink SU-144 architecture for up to 144 accelerators per rack in a single hop. Chief executive Jayshree Ullal said Arista forecasts more than 10 GW of AI deployments across 10 or more accelerator types by the end of 2027.
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