# Arista Networks: The Quiet AI Networking Powerhouse

> Arista Networks quietly wires data centers with AI-ready networking, outperforming Nvidia and Cisco in AI infrastructure growth.
- Title: Arista Networks: The Quiet AI Networking Powerhouse | Shortify
- Summary: Arista Networks quietly wires data centers with AI-ready networking, outperforming Nvidia and Cisco in AI infrastructure growth. Arista Networks (ANET) is…
- Keywords: arista networks, ai networking, data centers, ethernet switches, ai infrastructure, nvidia, cisco systems, ai accelerators, networking software, extensible operating system, finance, money
- Source: The Motley Fool — https://fool.com/investing/2026/10/15/not-nvidia-not-cisco-this-is-the-ai-networking-sto
- Author: Patrick Sanders
- Published: 2026-10-15T23:15:00+00:00
- Read time: 1 min
- Topics: arista networks, ai networking, data centers, ethernet switches, ai infrastructure, nvidia, cisco systems, ai accelerators, networking software, extensible operating system, finance, money
## The AI Infrastructure Gap
AI data centers need fast connections between thousands of GPUs to train models without bottlenecks.
## Arista's Role in AI Networks
Arista makes high-speed Ethernet switches that direct traffic through data centers without slowing operations.
## Arista's Networking Software
Arista develops networking software including its Extensible Operating System (EOS) for efficient network management.
## The 7060XE7 Series
Arista's 7060XE7 Series supports 1.6 terabits per second connections with up to 100 terabits per second total bandwidth.
## Power Efficiency
Arista's linear pluggable optics reduce interconnect power consumption by 60% compared to traditional pluggable optics.
## Arista's New Architecture
Arista's Etherlink SU-144 design connects up to 144 AI accelerators per rack with scalability to 1,024 accelerators.
## Stock Performance
Arista stock rose 54% this year versus 50% for Cisco and 20% for Nvidia.
## Q3 Earnings Guidance
Arista expects $3.3 billion revenue and diluted net income between $1.06 and $1.08 per share for Q3.
## Key takeaway

Arista Networks (ANET) is the AI networking stock quietly wiring data centers, outperforming Nvidia and Cisco in AI infrastructure spending.