Arista Networks Faces Supply Constraints Amid Record AI Demand
Arista Networks (ANET) is experiencing unprecedented demand for its networking gear driven by the rapid expansion of AI infrastructure, but supply chain constraints are limiting production. The company raised its full-year revenue forecast to $11.5 billion and expects AI-related sales to exceed $3.5 billion in 2026.
Topics: AI demand-supply gap gross margin pressure networking revenue growth