Arista Networks

“Significant technology goes into the switches around Tomahawk and Arista are all using Arm technology.”

Arista's data-center switches use Arm technology, a read-through on Arm content growing across networking hardware.

“We are proud to power Warner Brothers distribution network streaming for 47 markets in 21 languages”

Arista cites powering Warner Bros. Discovery's pan-European Winter Olympics streaming distribution network as a marquee customer win.

“all the chips are made, as you know, essentially with one Taiwan Semiconductor.”

Arista notes essentially all its silicon is fabricated by Taiwan Semiconductor and flags expected silicon fabrication cost increases, underscoring TSMC's fab pricing power.

“Some of which is OCI, the Oracle Cloud, but some of it is really AI, fully AI-based.”

Arista reclassified Oracle into its AI/specialty segment given Oracle's dual OCI cloud plus fully AI-based buildout, signaling Oracle's growing AI infrastructure spend.

“AI and specialty providers, which now includes Apple, Oracle, and their initiatives, as well as emerging Neo Cloud, performed strongly at 20%”

Arista now classifies Apple within its AI and specialty provider customer segment, implying Apple is a meaningful networking customer building out AI infrastructure.

“where AMD is becoming the preferred accelerator of choice. And in those scenarios, Arista is clearly preferred”

Arista says AMD is now the preferred accelerator in 20-25% of its AI deployments (up from ~1% a year ago), a positive read-through for AMD's growing AI GPU share versus NVIDIA.

“we interoperate with NVIDIA, the recognized worldwide market leader in GPUs”

Arista frames NVIDIA as the leading GPU vendor its Ethernet networking interoperates with in AI back-end deployments, reinforcing NVIDIA's dominant position in AI accelerators.

“the specifications are exactly what's required on the scale up, scale out network is done by the partners like OpenAI and Anthropic.”

Arista names Anthropic among the LLM providers that guide AI network design decisions in partnership with its cloud titan customers.

“the specifications are exactly what's required on the scale up, scale out network is done by the partners like OpenAI and Anthropic.”

Arista says large language model providers such as OpenAI help drive the network specifications for AI build-outs alongside the cloud titans procuring them.

“We jointly developed the DSF architecture with one of our leading cloud titans, Meta.”

Arista co-developed its distributed scheduled fabric (DSF) architecture with Meta, a leading cloud titan customer, and both scheduled and unscheduled fabrics sell well.

“This builds upon a decade of partnership with Oracle, starting with our Exadata migration from InfiniBand to Ethernet for AI networks to RoCE”

Arista announced a collaboration with Oracle Acceleron, extending a decade-long partnership into multiplanar AI networking at gigawatt-scale data centers.

“4 vendors started this together, including Broadcom, Arista and a couple of our Titan customers.”

Broadcom is a co-founding partner with Arista on the ESUN scale-up Ethernet specification, part of Arista's open-ecosystem AI networking strategy.

“If you look at NVIDIA, for example, the sales volume is small in the front end and Cisco is small in the back end.”

Arista positions itself as the only vendor outside China selling both AI front-end and back-end networks, contrasting Cisco's weak back-end presence.