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Arista Networks

High-performance Ethernet switches for AI data center networking.

Updated May 2026

Overview

Website
arista.com
Ownership
Public
Segment
Networking Silicon

Product overview

Arista develops Ethernet switches like the Etherlink series (7060X6, 7800R4 spines) optimized for AI/ML workloads with 400G/800G ports, lossless RoCE support, and EOS software for low-latency interconnects between accelerators from Nvidia, AMD, and others , ]. Cloud titans (Microsoft, Meta), enterprises, and financials buy them for large-scale AI clusters supporting tens of thousands of GPUs ]. Distinct from Nvidia's integrated InfiniBand/Spectrum-X or Cisco, Arista offers open standards Ethernet with multi-vendor interoperability, no lock-in, superior scalability, and lower TCO via automation/telemetry ].

Revenue model

Primarily hardware sales of networking switches/routers (60-65% data center/AI), plus software/services (10-15%), with 2025 revenue ~$9B driven by AI demand , ].

Moat

  • Switching Costs
  • Proprietary Technology
  • Scale Advantages
  • Brand

Arista Networks' key competitive moat stems from its proprietary EOS software and CloudVision ecosystem, which create high switching costs through technical lock-in, complemented by leadership in high-speed AI Ethernet networking and scale advantages with hyperscale customers.

Stack lineage

What powers Arista Networks

L1Silicon
  • Broadcom

    We are primarily reliant upon our predominant merchant silicon vendor, Broadcom, for our switching chips.

What Arista Networks powers

No relationships recorded yet.

Competitors

3 companies

Named as a competitor in their own or this company's SEC filings.

L6Applications
  • Darktrace Holdings Ltd

    In the NDR market, our Arista NDR offerings compete with other network security vendors including Cisco, Darktrace, and ExtraHop.

L1Silicon
  • NVIDIA

    Competition also coming from other large network equipment and system vendors, including Dell/EMC, Extreme Networks, Hewlett Packard Enterprise, Huawei, Juniper Networks, Nvidia.

  • Broadcom

    Broadcom has acquired VMware — these types of acquisitions and strategic investments are used to influence buying decisions rather than allowing for the selection of a best-of-breed vendor.