Tal Liani: Hi guys, thanks very much. I want to ask about non-cloud titans, the other part. Last year, it grew about 14.5% and it was supposed to grow – by your guidance, kind of supposed to grow much faster this year? What happened this quarter? And again, you don’t provide exact numbers even qualitatively, what happens this quarter with non-cloud titan, how is demand shaping up when it comes to orders, I’m trying to neutralize the supply chain issue? Thanks.
Jayshree Ullal: Yes. No, good question. Enterprise demand is pretty strong and steady. In fact, I would go as far as saying the customer activity has been just as strong as last year. And some of these macro things we hear about, we are experiencing less of it perhaps because we are a small fish in a big ocean, right? So that said, obviously, our revenue has a high component to cloud titan concentration in Q1. So, the demand doesn’t translate into direct revenue contribution in a specific quarter. But I think you will see a number far greater than the 15% through the year.
Operator: Your next question comes from the line of Michael Ng with Goldman Sachs. Your line is open.
Michael Ng: Hey good afternoon. Thank you for the question. It was encouraging to hear about the endorsement of consensus at 26% year-over-year growth. I was just wondering if you could talk about what you’re assuming as it relates to AI production deployments because you did talk about that trial that was underway. And any other areas of optionality that you would call out perhaps the DIY to branded switches within web scale cloud titans? Any updates there would be helpful. Thank you.
Jayshree Ullal: Sure, Michael. As we said, the 7,800 is Arista’s flagship AI platform. And we expect the better part of last year, maybe even the year before, Anshul, and you could correct me, doing a tremendous amount of simulation on how we work with GPU clusters and different types of stuff, network interface cards, the performance, the list, dealing the diversity traffic, the latency, the transaction. And we believe that this will be a critical year in seeing those trials come into production. So, we do expect AI to be meaningful this year as opposed to not material the last couple of years. And we believe the 7,800 will be the flagship product for that.
Anshul Sadana: And if I can just answer your other indirect question. Your question was how are we doing at these white boxes?
Jayshree Ullal: We ship
Anshul Sadana: We said this before. I think we are maintaining status quo. We’re doing very well with our customers. They’re not afraid, and we don’t believe the market is sitting back to white box . In fact, the core development efforts are even more intense than before. But I think largely speaking, we achieved status quo, I think that’s where the market stays for now.
Michael Ng: Thanks, Jayshree. Thanks, Anshul.
Operator: Your next question comes from the line of Alex Henderson with Needham. Your line is now open.
Alex Henderson: Great, thanks. I’ve got a question that I want to split into two pieces. The first one is, as you’re looking at market share in the AI arena, does the networking piece, gain share within the AI wallet budgets? And then second, I know that you’ve had a very significant share advantage in high-speed. You’ve gained significant share from your competitors for every year that I can remember. And I guess the question is, will AI drive an acceleration in your share given your dominant experience so far in delivering it? So, share within the CapEx wallet and then share within the AI market? Two related questions.
