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But as I said before, last year was the year of trials. This is the year of pilots and true production truly sets in only in 2025.
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2023 Q4
24 Feb 24
whatever the GPU might be, and we look to supply the best network ever.
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2023 Q4
13 Feb 24
in the last 4 out of 5, AI networking clusters we have participated on Ethernet versus InfiniBand, Arista has won all 4 of them for Ethernet, 1 of them still stays on InfiniBand
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2023 Q4
13 Feb 24
rapid and reliable bulk transfer with flexible ordering using Ethernet links to optimally balance AI-intensive operations, unlike the rigid ordering of InfiniBand
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2023 Q4
13 Feb 24
AI revenue goal of at least $750 million in AI networking in 2025
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2023 Q4
13 Feb 24
International contributions for the quarter registered at 22.3%, with the Americas at 77.7%.
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2023 Q4
13 Feb 24
Meta and Microsoft are greater than 10% customer concentration at 21% and 18%, respectively
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2023 Q4
13 Feb 24
Enterprises, including financials, was strong at approximately 36% while the providers were at 21%.
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2023 Q4
13 Feb 24
Cloud Titans contributed significantly at approximately 43%
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2023 Q4
13 Feb 24
Basically, AI at scale needs Ethernet at scale. AI workloads cannot tolerate the delays in the network because the job can only be completed after all flows are successfully delivered to the GPU clusters. All it takes is 1 corporate or worst case link to throttle and entire AI workload.
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2023 Q4
13 Feb 24
bring revenue growth down to about 15% in the second half on a year-over-year basis
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2023 Q1
2 May 23
we expect some moderation in customer spending, especially with our cloud titan customers following year of accelerated demand in 2022
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2023 Q1
2 May 23
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