Arista Networks

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.

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

Suppliers

Customers

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Sources

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