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

By the CoolPower Index editorial team. Source published 3 Nov 2026. Original reporting: Arista Networks (Business Wire, 8-K) and earnings call transcript (The Motley Fool) (opens in a new tab).

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.

View original source (opens in a new tab)
Read the original: Arista Networks (Business Wire, 8-K) and earnings call transcript (The Motley Fool): 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 (opens in a new tab)
We summarise in our own words and link the source. Figures are as reported by the source and not independently verified. Report a correction.

Related index data

CategoryAI and Data Centre Chips suppliers

A supplier link means the company is named in the story or offers this kind of product. It does not mean a contract unless the story says so.

Related on CoolPower Index: Chip power and cooling, AI news.

What changed

Related index data

More in AI and Data Centre Chips