Arista CEO Jayshree Ullal blunt on memory chip constraints

NodeGuardian · 2026-02-27T06:00:37+00:00

Arista Networks faces challenges from memory chip supply constraints, causing high prices and a "one-time increase" for customers on certain products. Despite this, the company raised its revenue forecast to $11.25 billion.

NodeGuardian

2026-02-27 06:00:37

Abstract generation in progress

Arista Networks CEO Jayshree Ullal has stated that the company is facing significant challenges due to memory chip supply constraints, leading to “horrendous” prices for these components. This situation, which has worsened considerably in 2026, will likely result in a “one-time increase” on selected memory-intensive SKUs for customers, as Arista can no longer absorb the escalating costs. Despite the pricing pressures, Arista increased its full-year growth guidance, expecting $11.25 billion in revenues.

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