ANET ▲ +17.4% - Arista Networks, Inc. $ANET Arista Networks: Sees New AI Networking Growth Opportunities From Distributed Inference and Scale-Up Ethernet ? • Distributed Inference: Separating AI workloads across systems increases demand for high-bandwidth networking and intelligent routing between GPUs, memory and storage. • Growth Opportunity: Arista sees distributed inference as an additional growth driver beyond traditional AI data center networking. • Scale-Up Ethernet: Expanding into accelerator interconnects within and across racks, with customer trials expected in 2027 and production targeted for 2028. 03-NOV-2026 05:07 PM ET