
During her keynote, Ullal noted Arista is not only selling high-speed switches for AI data centers but also leveraging its own technology to create a new category of “AI centers” that simplify network management and operations, with a goal of 60% to 80% growth in the AI market.
Arista has its sights set on enterprise expansion
Arista hired Todd Nightingale as its new president a couple of month ago, and the reason should be obvious to industry watchers: to grow the enterprise business. Nightingale recently served as CEO of Fastly, but he is best known for his tenure as Cisco. He joined when Cisco acquired Meraki, where he was the CEO.
Ullal indicated the campus and WAN business would grow from the current $750 million to $800 million run rate to $1.25 billion, which is a whopping 60% growth. Some of this will come from VeloCloud being added to Arista’s numbers, but not all of it. Arista’s opportunity in campus and WAN is in bringing its high performance, resilient networking to this audience.
In a survey I conducted last year, 93% of respondents stated the network is more important to business operations than it was two years ago. During his presentation, Nightingale talked about this shift when he said: “There is no longer such a thing as a network that is not mission critical. We think of mission critical networks for military sites and tier one hospitals, but every hotel and retailer who has their Wi-Fi go down and can’t transact business will say the network is critical.”
Also, with AI, inferencing traffic is expected to put a steady load on the network, and any kind of performance hiccup will have negative business ramifications. Historically, Arista’s value proposition for companies outside the Fortune 2000 was a bit of a solution looking for a problem. But, as Nightingale stated, all networks are mission critical and that’s what Arista does best. The unified EOS architecture is central and provides consistent management and automation across the network. Arista is also addressing specific campus challenges, like traditional stacking limitations, with new solutions like Switch Aggregation Groups (SWAG) that offer a single management point for multiple switches using standard Ethernet cabling.
AI as an assistant, not a replacement of network engineers
Arista president and CTO Ken Duda provided a deep dive into AVA, Arista’s autonomous virtual assistant and what the company believes makes it unique. Duda was crystal clear that AVA is designed to a co-pilot and work with the engineers as opposed to replacing them. The product is designed to be an autonomous agent versus a reactive chatbot with the difference being the latter stays idle and then answers questions when called up, while the former is always running, proactively monitors the network, watches for events, and finds issues before they become critical.