HIGHLIGHTS: Jayshree Ullal - CEO of Arista Networks

Hi, everybody. Tune in to this short version of the podcast, which we do every Friday. For the long version, tune in on Wednesdays. Hi, everyone. I'm Nicolas Tangen, the CEO of the Norwegian Sovereign Wealth Fund. And today, I'm here to with somebody who is absolutely vital to AI, namely the remarkable Jayshree Olal, CEO of Arista Networks. Jayshree has more than forty years background in networking, so nobody is better able to talk about this than her. So Jayshree, super to have you on there. Great to be here, Nicole. I I have a bit of a cold, so apologize if I sound nasal. No problem. No. Let's start with the beginning. I don't have to sing on this podcast. Right? So we should be fine. No singing. Let's start with the let's start with the beginning. What does Arista do? Yeah. That's a loaded question. So, Arista is building the world's most demanding mission critical networks, which is high performance, high scale, low latency, high reliability, high availability, high automation, high telemetry. So it's a a lot of demands on a across a lot of spectrums, and Arista has emerged, especially over the last decade, to be both the pioneer and the leader in this. Mhmm. Mhmm. I've heard that if you think, that kind of chips is the engine, then the the networking is the highway between them. Right? Yeah. That's a good way to look at it. I think the chips fuel a lot of, especially in this world of AI processing with GPUs, APUs, XPUs, whatever you call them. But as you process this, you you have to get worried about are you processing it to full utilization? And so, you know, if a car is rated at 100 miles an hour but can only go 30 miles an hour because the the infrastructure cannot support going farther, then you're grossly underutilizing the car or, in this case, the GPU. So, yeah, we are the information highway to all accelerators, users, mission critical workloads, you name it. So let's say now I sit in my office, I, do a prompt on chatty pitty. How do I touch your products? Just how what happens with with the sales? So, we are very much behind the scenes. This is something my parents always used to say, what do you do? Because you can't see what we do. And, when you type in a prompt, Tabarista, basically, what at that point we're doing is connecting everything to everything. This conversation on this podcast is not possible without it. So the traffic patterns of high intensity, whether it comes from a user, a device, a workload, a machine, a server, a storage, or now more and more the AI killer applications, we connect. And we do that through a set of switches and routing platforms. We call them leaf spine architecture, where you can have multiple leaves that connect into an aggregate spine, and these days, you can …