Computing Interconnects

Arista Networks

High78% confidenceProfile verified Jul 13, 2026
OverviewIndicatorsSourcesDependency mapStoryMilestones

A cloud and AI data-center networking company that raised its 2026 AI networking revenue target to $3.5 billion as Ethernet gains share from InfiniBand, positioning itself as the leading alternative to NVIDIA's proprietary networking approach for AI clusters. Arista raised its 2026 AI networking revenue target to $3.5 billion as Ethernet gained share from InfiniBand, with Meta and Microsoft driving growth toward an $11.5 billion overall 2026 revenue target.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check
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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

4 sources · 1 government/SEC filing · 79% avg. source confidence

Insider Filing Activity

40Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026

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Dependency Map

What Arista Networks depends on below, and who depends on Arista Networks above — click any node to make it the new center, 2 levels deep.

2 levels3 levels5 levels

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

Feb 2026: Arista Networks FY2025 Annual Report (Form 10-K), filed with the SEC→May 2026: Meta and Microsoft drive Arista's AI networking growth to $11.5B 2026 revenue target→May 2026: Arista Q1 2026 revenue up 35.1% as 'scale-across' AI networking emerges as a new growth c…

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

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Arista Networks's Timeline

A sourced, dated history of Arista Networks's key moments — founding to present.

  1. Jan 2004 · Founded

    Arista Networks was founded, later positioning itself as the leading Ethernet alternative to NVIDIA's proprietary InfiniBand networking for AI clusters.

  2. Jan 2026 · Raises AI networking target to $3.5B

    Arista raised its 2026 AI networking revenue target to $3.5 billion as Ethernet gained share from InfiniBand, with Meta and Microsoft driving growth toward an $11.5 billion overall 2026 revenue target.