Where Cloud And AI Titans Rule The Network
The Next Platform, Wednesday, November 1,2023
As 2023 has progressed, the revenue growth projections at Arista Networks have inched up as its supply chain issues are getting resolved.
Three months ago, Jayshree Ullal, the company's chief executive officer, said that the company was raising its guidance to 30 percent growth, up from a 25 percent forecast that it gave out in January, and now, as it wraps up the third quarter ended in September, Arista is saying that it can actually grow by around 33 percent here in 2023.
Some of this growth is just the transition of enterprises from aging 10 Gb/sec ports to 100 Gb/sec ports, which are now cheap enough for regular companies to get a speed bump like that have not seen in maybe a decade and a half. (The Ethernet roadmap is supposed to move faster than this, but sometimes the bit hits the fan.) Some of it is the adoption of 400 Gb/sec and 800 Gb/sec leaf/spine architectures to build out AI and sometimes HPC clusters. And some of it is as datacenter interconnects, which lash compute and storage within regions of the big cloud builders and hyperscalers together, move from 400 Gb/sec to 800 Gb/sec backbones.