Arista Networks (ANET) Status update summary

Industry challenges and XPO introduction

• AI workloads are driving data center infrastructure to physical limits, requiring smarter, denser, and more reliable optical solutions.

• XPO delivers 12.8 Tbps per module, enabling 204.8 Tbps per rack unit and a 4x density improvement over OSFP.

• Liquid cooling and reduced component count enhance reliability and power efficiency, supporting up to 400 W per module.

• XPO supports all major optical standards and is backed by over 45 partners at launch.

Ecosystem and MSA status update

• Over 100 companies have joined the XPO MSA, with strong interest in various module types and coherent optics.

• The MSA is finalizing version 1.0 of the specification, with a 60-day review underway.

• Major optical module vendors are participating, ensuring a robust multi-vendor ecosystem.

Technical advancements and demonstrations

• XPO modules demonstrated at OFC include linear, half-retimed, and fully retimed versions, all showing strong performance.

• Liquid cooling keeps module temperatures 20-25°C lower than air-cooled alternatives, improving reliability.

• XPO enables significant data center footprint reduction, saving up to 75% in switch rack space and infrastructure costs.