What podcasts say about Jayshree Ullal
Every statement, with the speaker, the exact quote and the moment it was said.
What Jayshree Ullal has said on podcasts
10 statements · 7 positive · 2 negative · 1 neutral
Arista's software has become an AI data-center construction platform.
“AI is not just a point product for us anymore, but is really a platform to construct these AI centers”
Open the episode · Mad Money w/ Jim Cramer 8/5/26Listen at 13:22
Poor networking causes AI processors to operate inefficiently.
“if you don't have a good network, what happens, whether it's NVIDIA or other XPUs, is you end up idling in a state where your... processors are extremely inefficient”
Open the episode · Mad Money w/ Jim Cramer 8/5/26Listen at 14:22
A global AI fabric requires both large and distributed data centers.
“You need a mix of all of these hybrid possibilities.”
Open the episode · Mad Money w/ Jim Cramer 8/5/26Listen at 16:32
Memory has become exceptionally valuable in AI infrastructure.
“memory is the new gold”
Open the episode · Mad Money w/ Jim Cramer 8/5/26Listen at 17:00
Arista is leading Ethernet networking for AI infrastructure.
“today Arista is the forefront of building that all Ethernet, scale up, scale out, and scale across network.”
Open the episode · Mad Money w/ Jim Cramer 2/25/26Listen at 14:10
Memory shortages will persist for two years.
“It's going to go on for two years and memory is the new goal.”
Open the episode · Mad Money w/ Jim Cramer 2/25/26Listen at 15:28
More AI accelerators increase demand for Arista networking.
“we look at both those announcements that NVIDIA made with the GPU and AMD made with their MI series as natural goodness for Arista because where there's lots of AI accelerators, you've got to connect them.”
Open the episode · Mad Money w/ Jim Cramer 2/25/26Listen at 16:24
Arista can become 30% more efficient using AI tools.
“we think we can be, with the use of AI tools, 30% more efficient than even how we are today.”
Open the episode · Mad Money w/ Jim Cramer 2/25/26Listen at 17:42
Arista’s responsible customers make positive outcomes likely.
“I think lots can go right because of the responsible customer suite we serve.”
Open the episode · Mad Money w/ Jim Cramer 2/25/26Listen at 19:24
Arista’s hyperscaler customers can use debt and still pay Arista.
“Debt is just another vehicle for them to pay because their investments in CapEx are so monumental. So absolutely, they'll pay well.”
Open the episode · Mad Money w/ Jim Cramer 2/25/26Listen at 20:08
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.