It's a new segment for Arista, and there's a risk that the edge won't deliver as a solid growth catalyst for the company, given all of the other competitors out there selling network hardware. However, as CEO Jayshree Ullal pointed out on a recent earnings call, the cloud was a new business segment for Arista at one point, too. Now it's the company's bread-and-butter. With a lot of overlap between the cloud and edge computing hardware, I like Arista's chances at making this a profitable high-growth area in the years ahead.