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Jayshree Ullal

Chief Executive Officer & Chairperson, Arista Networks

Search every verified Jayshree Ullal interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jayshree Ullal, chairperson and CEO of Arista Networks, reported the company's fiscal second quarter 2026 results, which included its first $3 billion revenue quarter. She noted that the company's full-year 2021 revenue was $2.9 billion, and stated that Arista had entered the Fortune 500 list. Ullal also said the company raised its 2026 revenue guidance to $12.6 billion, projecting 40% annual growth, citing an improving supply chain stance. Ullal discussed ongoing industry-wide supply chain constraints, stating that she expects the industry to face a two-year problem that will not be resolved until 2028. She said Arista is taking steps in the first half of 2026 that she believes will yield results in the second half. In an interview with Jim Cramer, Ullal described memory as "the new gold" and said the company partners with leading memory suppliers. She also emphasized the importance of diversity in AI accelerators and models, stating that Arista aims to be a network that supports various types of accelerators.

Recent appearances

Notable quotes

“So the name of the game here, Jim, is diversity. Diversity of accelerators and diversity of models with one network, which is hopefully Arista.”

“I think I told you the last time I was here, memory is the new gold. I think, you know, you need to have the gold standard in memory, and we are very proud to partner with the absolute best memory leaders in the world.”

“You know, it's um I would say the biggest constraint for the industry at large is power. If today you're searching for that kind of power, it could take you 3 to 5 years to find it; the space and the power are probably the biggest problem right now.”

“I think it's a lot of responsible companies and therefore we're not in a bubble or if we are in a bubble we're in a prolonged bubble. So, you know, I would say more than a bubble, it feels like an explosive mega trend that is here to stay for some time.”

Other executives at Arista Networks

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