Arista Networks raises 2026 revenue guidance to $11.5 billion and AI-networking target to $3.5 billion, positioning itself as infrastructure leader for AI clusters.

In its first-quarter 2026 update, Arista Networks raised full-year 2026 revenue guidance from $11.25 billion to $11.5 billion and lifted its AI-related networking revenue target from $3.25 billion to $3.5 billion. More than 100 cumulative customers are now deployed at 800 gigabits per second Ethernet, with 1.6 terabits per second in production deployments expected in 2027.

Arista makes high-speed Ethernet switches and software (EOS operating system) that connect thousands of GPUs across racks at extremely high bandwidth and low latency. The company is preparing for the ESUN (Ethernet for Scale-Up Networking) specification beginning in 2027, which will allow Ethernet to compete directly with proprietary interconnects inside AI racks themselves.

Arista's customer base consists of hyperscalers and large enterprises with multi-year capacity commitments. Hyperscaler 2026 capital expenditure plans alone are running well above $700 billion across the four largest U.S. buyers, with the network share of that spending rising as cluster sizes scale.