COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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2026 AI Infra. outlook forming: XPU spending catching up with capex, up 95% YoY!October 30, 2025 — Pierre Ferragu and Antoine Chkaiban
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Gen AI Big Idea Series – Ayar Labs CEO, Mark Wade Co-packaged optics under the lid in 2028?October 27, 2025 — Pierre Ferragu
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Is OpenAI telling us they will deploy $1tn of datacenter per year soon?October 3, 2025 — Pierre Ferragu
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The NSR AI datacenter economics cheat sheetSeptember 26, 2025 — Pierre Ferragu and Antoine Chkaiban
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Arista 2025 CMD: why we see upside to both the 2026 and long-term guides.September 12, 2025 — Pierre Ferragu and Antoine Chkaiban
Events
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Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
21TechnologyJune 21, 2022Hosted by Pierre FerraguWatch Replay -
May
18 -
Apr
19TechnologyApril 19, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jun
30 -
Mar
31 -
Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Nov
22
