Arista Networks

10-Q for Q1 2025 (period ending Mar 31, 2025). Revenue: $2,004.8M. Filing describes Arista as 'industry leader in data-driven, client-to-cloud networking for large AI, data center, campus and routing environments.' Management guided AI networking toward $1.5B+ for CY2025, with growing 800G/Ultra Ethernet shipments for massive AI GPU clusters. Q1 allocation: ~$340M. Math: $340M / $2,005M = 17.0%. Significant YoY acceleration as AI cluster deployments (Meta Llama training clusters, Microsoft Azure AI, etc.) require dense 800G spine-leaf fabrics.