By Alex Sirois
Publication Date: 2026-10-26 11:15:00
Arista Networks keeps stealing AI infrastructure deals away from Nvidia’s proprietary grip, and the case for owning the open Ethernet alternative gets stronger every time the stock pulls back.
After its last earnings report, I added to my Arista Networks (NYSE:ANET | ANET Price Prediction) position, and I bought again this month when the stock fell 15.28% in four weeks. I keep adding because every quarter gives me a new reason to.
Why I Keep Hitting the Buy Button
Every AI cluster needs a network fabric, and Arista sells the open Ethernet option. It builds on merchant silicon from Broadcom (NASDAQ:AVGO) and adds EOS, its own operating system, on top. Ethernet keeps taking ground from proprietary interconnects. Arista’s Etherlink AI fabrics now have more than 100 cumulative customers, up from 4 to 5 in 2024. CEO Jayshree Ullal remembered the move from InfiniBand to Ethernet and said “that transition took two to three years.” I want to own the company that keeps winning that…
