All episodes of In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen · 2025-12-31 · 40 min · 6,918 words

Arista Networks CEO: The AI Infrastructure Boom, Power Limits, and What’s Next

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Hi everyone, I'm Nikola Tangen, the CEO of the Norwegian Sovereign Wealth Fund, and today I'm here with somebody who is absolutely vital to AI, namely the remarkable Jai Shri Ullal, CEO of Arista Networks. J Shri has more than 40 years of background in networking, so nobody is Better able to talk about this than her. So Jeshri, 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.

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