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

In this episode, Nicolai Tangen sits down with Jayshree Ullal, the influential CEO of Arista Networks. Jayshree explains how Arista powers the demanding networks behind today’s AI systems, why AI traffic is fundamentally different from anything that came before, and why power—not hardware—is now the biggest constraint. She reflects on Arista’s evolution from a small engineering team with zero revenue to a global leader, the culture that shaped its success, and her own path from electrical engineer to CEO. A candid and insightful conversation about leadership, innovation, and the future of networking in an AI-driven world.In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New full episodes every Wednesday, and don't miss our Highlight episodes every Friday.  The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen, Sebastian Langvik-Hansen and Pål Huuse. Background research was conducted by Une Solheim. Watch the episode on YouTube: Norges Bank Investment Management - YouTubeWant to learn more about the fund? The fund | Norges Bank Investment Management (nbim.no)Follow Nicolai Tangen on LinkedIn: Nicolai Tangen | LinkedInFollow NBIM on LinkedIn: Norges Bank Investment Management: Administrator for bedriftsside | LinkedInFollow NBIM on Instagram: Explore Norges Bank Investment Management on Instagram Hosted on Acast. See acast.com/privacy for more information.