Arista pushes Ethernet for AI, downplays effect of tariffs

Arista Networks is expecting the AI datacenter industry to be dominated by open standards such as Ethernet or UALink in the near future, and has upped financial forecasts on the back of those hopes.

The California-based networking biz seems to have lost its angst over the potential effects of tariffs that saw its share price take a dip earlier this year, due to warnings that profits could be dented.

Instead, chief exec Jayshree Ullal said that Arista's Q2 ended June 30 "was influenced by efficient supply chain and inventory benefit with a nonmaterial tariff impact in the quarter."

She talked of a "conviction" that hyperscale and enterprise customers will buy more kit, and while Arista began the calendar year with a pragmatic estimate of 17 percent growth, it has raised this to 25 percent, targeting $8.75 billion in revenue. The rise is "due to our increased momentum that ...