$ANET posted strong Q2 results that gave the stock a sizeable boost yesterday.

Announced the co. surpassed+75m cloud network ports shipped all-time.

Revs +39%

Gross margin sequentially increased, still hovering around 60% - down 1% YoY

EPS +62%

Operating Margin ~42%

Cost of revs as a % of revenue = flat

On July 19th, Arista and several of the largest players in the AI and high-performance computing spaces came together to launch the UEC - Arista is one of the founding members of a pretty prestigious group, incl. AMD, Broadcom, Microsoft, and Meta. Here's the press release;

Definitely cements Arista as one of the established leaders in building out the next generation of computing infrastructure.