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As the AI boom shifts from hype to infrastructure, one overlooked player, Arista Networks (ANET), is emerging at the center of massive data flows, cloud expansion, and next-generation networks, positioning it to deliver outsized upside as AI scales.www.barchart.comWhile much of the attention in AI has been on chips and models, companies that enable AI to develop are just as vital. Arista Networks creates networks that transfer massive volumes of data fast, safely, and efficiently between servers, GPUs, and storage, which is essential for AI training, inference, and cloud computing.Will Tesla Stock Lose Its ‘Elon Musk Premium’ After the SpaceX IPO? And You Should Sell TSLA Here?‘Top Pick’ Amazon Had a Dismal Year: What’s AMZN Stock’s Forecast for 2026?Oracle May Not Be Able to Build Its Michigan Data Center After All. Should You Sell ORCL Stock Now?Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines.The importance of Arista’s business model led to the generation of nearly $2.31 billion in revenue in the third quarter, an increase of 27.5% year-over-year (YoY), driven by strong demand across cloud, AI, enterprise, and campus customers. Software and services accounted for 18.7% of revenue, highlighting the growing relevance of Arista's higher-margin solutions. Adjusted gross margin increased to 65.2%, thanks to a positive product mix and inventory benefits. Diluted EPS increased 25% YoY to $0.75. Deferred revenue increased to $4.7 billion, suggesting high demand and continuous product ramps, notably in AI-related use cases.The Americas accounted for over 80% of revenue, with international markets accounting for approximately 20%. Management stressed that the scale of AI-driven network demand is unparalleled, with customers moving large amounts of data over increasingly complex, multi-planar architectures. Arista's success is built around its EtherLink portfolio, which offers a single point of network control for automation, security, traffic engineering, and telemetry. Arista's networks are designed to improve the efficiency of AI accelerators, ensuring that data moves faster and more reliably on a large scale. EtherLink fabrics are already powering some of the world's largest AI systems, giving full-line-rate performance with no hotspots even at petabyte scale.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,932.05 +22.26 (+0.32%)Dow 3048,731.16 +288.75 (+0.60%)Nasdaq23,613.31 +51.46 (+0.22%)Russell 20002,548.08 +6.96 (+0.27%)VIX13.47 -0.53 (-3.79%)Gold4,502.80 -2.90 (-0.06%)Trending tickersNKE NIKE, Inc. 60.00 +2.66 (+4.64%)BTC-USD Bitcoin USD 87,726.35 +293.48 (+0.34%)AMCI AMC Robotics Corporation 9.35 +3.03 (+47.94%)OMER Omeros Corporation 15.36 +6.61 (+75.54%)ETH-USD Ethereum USD 2,948.62 -11.85 (-0.40%)PortfolioSign in to access your portfolioSign inTop gainersEWTX Edgewise Therapeutics, Inc. 27.29 +5.55 (+25.50%)PSNYW Polestar Automotive Holding UK PLC 7.40 +1.00 (+15.63%)TVTX Travere Therapeutics, Inc. 40.28 +4.92 (+13.91%)PSNY Polestar Automotive Holding UK PLC 17.18 +2.05 (+13.55%)PATH UiPath Inc. 17.16 +1.20 (+7.52%)Top losersASTS AST SpaceMobile, Inc. 78.05 -7.62 (-8.89%)HYMC Hycroft Mining Holding Corporation 24.96 -2.18 (-8.03%)QBTS D-Wave Quantum Inc. 27.52 -1.60 (-5.49%)BETA BETA Technologies, Inc. 30.12 -1.50 (-4.74%)PPTA Perpetua Resources Corp. 26.58 -1.12 (-4.04%)Most activeNVDA NVIDIA Corporation 188.61 -0.60 (-0.32%)PLUG Plug Power Inc. 2.1000 +0.0500 (+2.44%)TSLA Tesla, Inc. 485.40 -0.16 (-0.03%)INTC Intel Corporation 36.16 -0.19 (-0.52%)NKE NIKE, Inc. 60.00 +2.66 (+4.64%)Top economic eventsEarnings eventsMy earnings eventsEarnings events