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Arista Networks · SUPPLY CHAIN TRACE

NETWORKING🇺🇸 US · ANET · NYSE

Arista Networks (NYSE: ANET) is the #1 cloud-scale Ethernet switch vendor, powering AI training cluster networking at AWS, Google, Meta, Microsoft, CoreWeave, and xAI using Broadcom Tomahawk and Jericho ASICs. As AI clusters shift from InfiniBand to large-scale Ethernet fabrics, Arista is positioned as a critical interconnect chokepoint for next-generation GPU clusters.

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Arista Networks

#1 cloud-scale Ethernet switch vendor; powers AI training cluster networking at AWS, Google, Meta, and Microsoft using Broadcom Tomahawk ASICs

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~35% cloud data center switching
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