Alibaba Group vs Arista Networks
Alibaba Group is larger by market cap ($306.4B vs $249.5B). Alibaba Group reports higher tracked revenue ($148.4B vs $9.0B). Alibaba Group's primary segment is Hyperscalers; Arista Networks's is Networking & Systems.
Shared segment: AI & Data Center.
Side-by-side
| Alibaba Group | Arista Networks | |
|---|---|---|
| Market cap | $306.4B | $249.5B |
| Revenue | $148.4B (FY2026) | $9.0B (FY2025) |
| Primary segment | Hyperscalers | Networking & Systems |
| Market position | major | leader |
| Country | China | United States |
| Tracked suppliers | 8 | 23 |
| Tracked customers | 0 | 3 |
| Chokepoint / criticality | 0/100 | 9/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Alibaba Group and Arista Networks compare
- Size: Alibaba Group is the larger company by market cap.
- Revenue: Alibaba Group reports higher tracked revenue.
- Supply-chain criticality: Arista Networks has the higher chokepoint score (9/100 vs 0/100).
- Footprint: Alibaba Group (China) vs Arista Networks (United States).