COMPANIES · AI CHIPS & NETWORKING

Arista Networks

Makes high-performance networking switches and software used heavily in cloud and AI data centers.

EnablerAI chips & networking
What it does

Makes high-performance networking switches and software used heavily in cloud and AI data centers.

Why it matters

It is a leading supplier of the Ethernet switching used inside AI compute clusters, where network speed directly affects how fast large models can be trained.

How it makes money

Sells networking hardware and software, primarily to large cloud and enterprise data-center operators.

Geography

United States

AI stack position

AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (3)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (2)

Arista Networks providing AI networking for Oracle Cloud Infrastructure via Oracle Acceleron Oracle
Partners withCurrent
Arista Networks described a long-standing collaboration with Oracle supporting Oracle Cloud Infrastructure's Acceleron AI networking effort, per an on-record statement from Arista's President and CTO published in Oracle's own announcement.

Source: 2025-10-14 · reviewed 2026-09-20

Evidence: Primary-source statement · Ongoing, current networking collaboration for OCI AI infrastructure

Limits: Confirms an executive-level characterization of an ongoing collaboration; does not disclose contract value, exclusivity, or Arista's specific share of OCI's networking deployment.

Oracle Introduces New Cloud Networking Capabilities for Any Workload ↗
Arista Networks supplying Ethernet switching for Meta's AI training clusters Meta Platforms
SuppliesCurrent
Meta uses Arista Ethernet switches to build its large-scale AI training clusters, a supplier relationship described directly by Arista.

Source: Source undated · reviewed 2026-09-20

Evidence: Primary-source statement · Ongoing, current supplier relationship for AI cluster networking

Limits: Confirms Arista equipment is used in Meta's AI clusters; does not disclose contract value, exclusivity, or Arista's share of Meta's total networking spend versus other suppliers.

Meta and Arista Build AI at Scale ↗

Dated or announced (1)

Arista Networks builds AI networking systems with NVIDIA
Partners withDated / announced
Arista Networks and NVIDIA collaborate to deliver networking solutions for AI data centers, combining Arista switching with NVIDIA accelerated-computing platforms.

Source: 2024-05-29 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced partnership

Limits: Partnership announcement; current product scope should be checked against Arista's newest materials before treating as exhaustive.

Arista delivers holistic AI solutions in collaboration with NVIDIA ↗
Evidence for this profile

Arista Networks company overview ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .