Who are Arista Networks's key suppliers?

Arista Networks's tracked suppliers include Broadcom, Lumentum Holdings, Coherent, Ayar Labs, InnoLight Technology, Eoptolink Technology, Accelink Technologies, Fabrinet, Applied Optoelectronics, nLight, Hamamatsu Photonics, Hon Hai (Foxconn), Lightmatter, Celestial AI, POET Technologies, Marvell Technology, Jabil, Aeva Technologies, Ciena, Source Photonics, Sumitomo Electric Industries, Furukawa Electric, Nokia.

Who are Arista Networks's customers?

Arista Networks's tracked customers include Microsoft, Meta Platforms, Oracle.

Where is Arista Networks headquartered?

Arista Networks is based in United States.

What part of the semiconductor supply chain is Arista Networks in?

Arista Networks operates in the Networking & Systems segment, where it is a market leader.

Arista Networks

Q: What does Arista Networks make?

Arista Networks makes 7800 series spine switches (AI back-end), 7050 / 7060 series leaf switches, EOS network operating system, CloudVision network management, Arista AI Networking solutions.

Arista Networks is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Broadcom, Lumentum Holdings, Coherent. Its key customers include Microsoft, Meta Platforms, Oracle.

High-speed data-center switching for AI back-end networks.

Ticker: NYSE: ANET
Headquarters: United States
Revenue: $9.0B (FY2025) · +28.6% YoY
Net income: $3.5B
Operating margin: 42.8%
Market position: leader
Value-chain segment: Networking & Systems
Key products: 7800 series spine switches (AI back-end), 7050 / 7060 series leaf switches, EOS network operating system, CloudVision network management, Arista AI Networking solutions

About Arista Networks

Arista Networks, headquartered in United States, operates in the Networking & Systems segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include 7800 series spine switches (AI back-end), 7050 / 7060 series leaf switches, EOS network operating system, CloudVision network management, Arista AI Networking solutions. wafergraph maps 23 tracked suppliers and 3 tracked customers for Arista Networks across the value chain. It has a supply-chain criticality score of 9/100, with 17 companies downstream of it.

Role in the chain

Arista Networks is a market leader in AI & Data Center (Networking & Systems), headquartered in United States. High-speed data-center switching for AI back-end networks.

Diligence questions

The dataset records 23 tracked suppliers for Arista Networks. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
4 of Arista Networks's tracked suppliers are a monopoly or leader (including Broadcom, Hamamatsu Photonics, Hon Hai (Foxconn), InnoLight Technology). Which of those are actually single-source for the process step you care about?
The dataset names 3 tracked customers for Arista Networks. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Arista Networks is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
Arista Networks is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Arista Networks trades as NYSE:ANET. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Arista Networks