# ualink

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## Arista Lines Up Networking For 10 Gigawatts Of AI Systems

DevFeed: [Arista Lines Up Networking For 10 Gigawatts Of AI Systems](<https://devfeed.tech/articles/arista-lines-up-networking-for-10-gigawatts-of-ai-systems-119705.md>)

Original publisher: [Read original article](<https://www.nextplatform.com/connect/2026/11/05/arista-lines-up-networking-for-10-gigawatts-of-ai-systems/5307929>)

Author: Timothy Prickett Morgan

Published: 2026-11-05T17:30:52Z

Content type: news

Language: en

Sources: [The Next Platform: In-depth coverage of high end computing](<https://devfeed.tech/sources/the-next-platform-in-depth-coverage-of-high-end-computing.md>)

Topics: [AI Networking](<https://devfeed.tech/topics/ai-networking.md>), [Networking hardware](<https://devfeed.tech/topics/networking-hardware.md>), [systems](<https://devfeed.tech/topics/systems.md>), [Artificial Intelligence](<https://devfeed.tech/topics/ai.md>), [NVLink](<https://devfeed.tech/topics/nvlink.md>), [InfiniBand](<https://devfeed.tech/topics/infiniband.md>), [Cisco](<https://devfeed.tech/topics/cisco.md>), [Arm](<https://devfeed.tech/topics/arm.md>)

Tags: [2](<https://devfeed.tech/tags/2.md>), [2020](<https://devfeed.tech/tags/2020.md>), [2025](<https://devfeed.tech/tags/2025.md>), [2026](<https://devfeed.tech/tags/2026.md>), [about](<https://devfeed.tech/tags/about.md>), [accelerators](<https://devfeed.tech/tags/accelerators.md>), [account](<https://devfeed.tech/tags/account.md>), [added](<https://devfeed.tech/tags/added.md>), [aggregate](<https://devfeed.tech/tags/aggregate.md>), [ai](<https://devfeed.tech/tags/ai.md>), [ai-accelerator](<https://devfeed.tech/tags/ai-accelerator.md>), [ai-clusters](<https://devfeed.tech/tags/ai-clusters.md>), [ai-systems](<https://devfeed.tech/tags/ai-systems.md>), [architecture](<https://devfeed.tech/tags/architecture.md>), [arista](<https://devfeed.tech/tags/arista.md>), [computing](<https://devfeed.tech/tags/computing.md>), [connect](<https://devfeed.tech/tags/connect.md>), [esun](<https://devfeed.tech/tags/esun.md>), [ethernet](<https://devfeed.tech/tags/ethernet.md>), [networking](<https://devfeed.tech/tags/networking.md>), [systems](<https://devfeed.tech/tags/systems.md>), [takes](<https://devfeed.tech/tags/takes.md>), [ualink](<https://devfeed.tech/tags/ualink.md>), [up](<https://devfeed.tech/tags/up.md>)

### AI overview

Arista's AI networking business is growing rapidly, while Ethernet scale-up deployments remain a later opportunity: CEO Jayshree Ullal said trials of ESUN over Ethernet are expected to start in 2027, with production rollouts not expected until 2028. Arista already sells Ethernet for AI front-end connections and uses its R-series switches for scale-across links between datacenters and regions; it has not yet made serious scale-up sales and has not announced support for UALink switching. Ullal projected about $3.5 billion in AI networking gear and services sales in 2026, rising to roughly $7 billion in 2027, and said Arista could provide networking for 10 gigawatts of AI cluster capacity by the end of 2027 across ten or more accelerator types. In Q3, product sales rose 66.9% year over year to $3.19 billion and total revenue rose 58.5% to $3.66 billion. The article attributes AI networking's latency demands to the need for high-radix devices, flatter networks, dynamic routing and extensive telemetry.

### Source excerpt

It takes a while to tame a new computing architecture, and so it is understandable that the AI-relat ...