Arista Networks is soaring as AI fuels demand for data center infrastructure, smashing Q2 revenue estimates with $3 billion—up 40% year-over-year—and boosting its annual forecast to $12.6 billion. Their cutting-edge 1.6 terabit-per-second AI fabric, including liquid-cooled options, is powering the next wave of AI scaling, while new major clients loom on the horizon. Despite a pricey stock valuation and AI adoption risks, investor enthusiasm surged, sending shares up 9% after hours.
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