{"city":"Santa Clara","name":"Arista Networks","slug":"arista-networks","facts":[{"date":"2026-09-14","type":"revenue_band","value":">500m","source":"The Register"},{"date":"2026-09-14","type":"partnership","value":"OIF standardizing a 6.4 Tbps near-packaged optics interface with a path to 12.8 Tbps","source":"The Register"},{"date":"2026-09-14","type":"product_launch","value":"XPO concept offering up to 12.8 Tbps per pluggable optics module","source":"The Register"},{"date":"2026-08-04","type":"product_launch","value":"1.6T AI fabric platforms launched","source":"Arista 8-K Ex. 99.1"},{"date":"2026-08-04","type":"revenue","value":"Q2 2026 revenue; first $3B quarter","source":"Arista 8-K Ex. 99.1"},{"date":"2026-05-05","type":"partnership","value":"Collaborating with OpenAI for MRC deployment at scale","source":"OpenAI"}],"peers":[{"name":"Cisco","rank":51,"slug":"cisco","score":"90"}],"stage":null,"state":"California","aliases":["Arista","ANET","Etherlink"],"country":"United States","domains":[{"why":"Arista Networks builds Ethernet switching platforms for data centers and AI fabrics, including 800G and 1.6T AI networking platforms and data-center interconnects.","list":"AI Infra 100","rank":21,"tier":"member","layer":"Networking & interconnect","total":96,"domain":"AI Core","scores":{"gate_ne":["technology","firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":8},"edition":"November 2026","segment":"Switching & NICs"}],"founded":null,"signals":[{"date":"2026-09-14","header":"Arista Networks unveiled an XPO concept offering up to 12.8 Tbps per pluggable optics module.","outlet":"The Register"},{"date":"2026-09-14","header":"The Optical Internetworking Forum began standardizing a 6.4 Tbps near-packaged optics interface with a path to 12.8 Tbps.","outlet":"The Register"},{"date":"2026-09-10","header":"d-Matrix rolled out the SquadRack reference design with Arista Networks, Broadcom, and Supermicro.","outlet":"The Next Platform"},{"date":"2026-08-28","header":"Arista emerged as a data-center networking company during the mega-data-center buildout.","outlet":"a16z"},{"date":"2026-08-10","header":"Arista Networks generated $430.5 million in services revenue in Q2 2026.","outlet":"The Next Platform"},{"date":"2026-08-10","header":"Arista Networks identified a potential $4 billion 2026 scale-across market for switching and optics.","outlet":"The Next Platform"}],"website":"arista.com","category":"AI Infra · Networking & interconnect","categories":[{"name":"Switching & NICs","domain":"AI Core","parent":"AI Infra · Networking & interconnect"}],"last_round":null,"updated_at":"2026-10-25T23:16:48.240585+00:00","facts_total":15,"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.","sub_category":"Switching & NICs","signals_total":24,"url":"https://www.frontiertechintelligence.com/companies/arista-networks","title":"Arista Networks · ai core, Santa Clara, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Arista Networks builds Ethernet switching platforms for data centers and AI fabrics, including 800G and 1.6T AI networking platforms and data-center interconnects. AI Infra 100 rank 21 (score 96) 24 signals and 15 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}