Arista CEO forecasts 10+ GW of AI deployments across 10+ accelerator types by end of 2027

Beth_Kindig · x · 2026-11-08

Arista Networks ($ANET) CEO Jayshree Ullal says the company forecasts more than 10 gigawatts of deployment by the end of 2027, spanning 10 or more different types of compute accelerators — a signal of continued diversification in the AI compute supply chain touching NVIDIA, AMD and Broadcom.

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