Arista forecasts upbeat quarterly revenue on AI-driven networking demand

Arista Networks forecast third-quarter revenue above Wall Street estimates on Tuesday, betting on strong demand for its networking gear as companies expand their AI ‌infrastructure.

The company ⁠has ⁠been expanding beyond its core ​cloud customer base into enterprise campus and branch ​networking to diversify its revenue.

Shares were up ​3% after the ⁠bell.