The Frontier Leaders · AI Infra 100 · Arista Networks

Arista Networks

Santa Clara, California, United States · AI Core · Networking & interconnect / Switching & NICs · arista.com

Arista Networks builds Ethernet switching platforms for data centers and AI fabrics, including 800G and 1.6T AI networking platforms and data-center interconnects.

Positioning

The leading merchant supplier of Ethernet switching for AI clusters (front-end and back-end fabrics, now 1.6T platforms), built on Broadcom silicon; the pure-play read on Ethernet's share against Nvidia's InfiniBand and NVLink.

Latest signals

  • Arista Networks unveiled an XPO concept offering up to 12.8 Tbps per pluggable optics module.The Register
  • The Optical Internetworking Forum began standardizing a 6.4 Tbps near-packaged optics interface with a path to 12.8 Tbps.The Register
  • d-Matrix rolled out the SquadRack reference design with Arista Networks, Broadcom, and Supermicro.The Next Platform
  • Arista emerged as a data-center networking company during the mega-data-center buildout.a16z
  • Arista Networks generated $430.5 million in services revenue in Q2 2026.The Next Platform

24 signals name Arista Networks. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • >500mRevenue band · The Register
  • OIF standardizing a 6.4 Tbps near-packaged optics interface with a path to 12.8 TbpsPartnership · The Register
  • XPO concept offering up to 12.8 Tbps per pluggable optics moduleProduct launch · The Register
  • 1.6T AI fabric platforms launchedProduct launch · Arista 8-K Ex. 99.1

15 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production10
Commercials10
Progress10
Technology8
Positioning10
Firepower10
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Switching & NICs

51Cisco · 90

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does Arista Networks do?

Arista Networks builds Ethernet switching platforms for data centers and AI fabrics, including 800G and 1.6T AI networking platforms and data-center interconnects. The leading merchant supplier of Ethernet switching for AI clusters (front-end and back-end fabrics, now 1.6T platforms), built on Broadcom silicon; the pure-play read on Ethernet's share against Nvidia's InfiniBand and NVLink.

Where does Arista Networks rank in ai core?

Arista Networks ranks 21 of 100 on the AI Infra 100 (November 2026 edition) with a score of 96 out of 100, in Switching & NICs (Networking & interconnect). Assessment by Frontier Tech Intelligence.

Who are Arista Networks's peers in Switching & NICs?

Cisco (rank 51).

Where is Arista Networks based and when was it founded?

Arista Networks is based in Santa Clara, California, United States.

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