Key Takeaways Arista is gaining traction in AI networking as enterprises adopt generative AI, IoT, cloud and 5G.ANET projects $750M from back-end AI networking and over$1.5B in total AI networking revenues for 2025.Arista's stock jumped 72.8% in a year, while its 2025 earnings estimate rose 9.77% in 60 days.Arista Networks, Inc. (ANET) is witnessing healthy traction in the AI networking vertical. Enterprises across industries are steadily adopting generative AI applications, IoT devices, cloud computing an ...