$ANET · Arista CEO sees Ethernet dominating AI backend networks as power constraints limit overbuilding

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In Good Company with Nicolai Tangen

Jayshree Ullal - CEO of Arista Networks | Podcast | In Good Company

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Arista CEO sees Ethernet dominating AI backend networks as power constraints limit overbuilding

2025-12-31 · 1 company · 5 thematic

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jayshree ullal

Jayshree Ullal has led Arista Networks since 2008, growing it from zero revenue to the leader in high-performance data center networking; previously spent 15 years at Cisco building the Catalyst switching business.

quote

“Arista was able to bring Ethernet and IP and standards-based capabilities like we had in the cloud into the back-end for AI... The biggest constraint for the industry at large is power... The desires are greater than our ability to execute…”

—jayshree ullal

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Arista CEO sees Ethernet dominating AI backend networks as power constraints limit overbuilding

Arista's standards-based Ethernet architecture is replacing proprietary InfiniBand in AI backend networks, with hyperscalers and neoclouds as committed long-term partners; power s…