Arista Networks

High78% confidenceProfile verified Jul 13, 2026

Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.

Chokepoint Score

3 other entities structurally depend on this one

Steady

Momentum

insider filing activity unchanged since last check

Headquarters

Santa Clara, California, USA

Website

www.arista.com

Employees

5,115 (2025, approximate)

Founded

2004

Listing

ANET · NYSE

Market Cap

$213.69B

Revenue (TTM)

$9.71B

Price

USD169.71 (-2.79%)

Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.

Overview

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.

Strategic Connections

Meta: Meta is Arista Networks' largest customer, accounting for roughly 26% of revenue, using Arista's Etherlink AI fabric for AI training and inference networking.
Microsoft Azure: Microsoft is Arista Networks' second-largest customer, accounting for roughly 16% of revenue, deploying Arista's Etherlink AI fabric across Azure AI infrastructure.
AI Data Centers: Arista supplies high-performance switching and networking infrastructure, including 1.6T platforms, for AI data center deployments.
InfiniBand (NVIDIA Quantum): Arista's Ethernet-based AI networking directly competes with NVIDIA's InfiniBand as the interconnect standard for AI training clusters, with Ethernet gaining share in 2026.
Cisco Systems: Arista competes with Cisco in high-performance data center networking, having taken meaningful AI networking share from Cisco's traditional switching business.

Strategic Risks

Faces competition from NVIDIA's own networking push and Broadcom's Ethernet switching silicon
Growth guidance depends on continued AI data center capex remaining elevated

Future Outlook

Continued Ethernet share gains from InfiniBand in AI back-end networking
Expansion of 1.6T platform deployments as AI cluster scale increases

Sources

4 sources, 79% average source confidence — full citations in the Full Analyst Report.

Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.

Viewing the Executive Summary — switch to the Full Analyst Report.