Browsing Tag
Arista Networks
3 posts
Arista Networks company profile: How EOS and Ethernet are powering its AI data center expansion
Arista Networks, Inc. has evolved from a high-speed data center switching specialist into a broader networking platform spanning artificial intelligence fabrics, hyperscale cloud infrastructure, campus networks, routing, SD-WAN and network operations software. Its EOS operating system remains the architectural foundation, while 1.6-terabit Ethernet, liquid-cooled optics and AI-scale networking are opening a much larger infrastructure opportunity.
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
Hewlett Packard Enterprise (NYSE: HPE) raises FY2026 guidance after Q1 beat fuelled by Juniper integration and AI networking demand
HPE posts record Q1 FY2026 non-GAAP EPS of $0.65 on 18% revenue growth as Juniper lifts networking 151%. Guidance raised. Read the full analysis.