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how is the memory crisis affecting Arista revenue

Dimly Lit Data Center Server Racks And Glowing Cables Representing The Arista Memory Shortage Crisis In Ai Networking

Arista laments ‘horrendous’ memory situation

Arista Networks dialed up a strong fourth quarter, fueled by AI and campus Ethernet networking, to close out last year. “2025 has been another defining year for Arista. With the momentum of generative AI and cloud and enterprise, we have achieved well beyond our goal, at 28.6% growth driving a record revenue of $9 billion,” said Jayshree Ullal, CEO and…

Ethan Johnson 3 min read
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