Arista Networks
The Ethernet switch leader of the AI back-end network.
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Arista's Broadcom-silicon switches and EOS software run the scale-out fabrics at Meta, Microsoft, Oracle and most large AI clouds; it is the principal beneficiary of Ethernet's advance into territory InfiniBand once owned, with 800G AI-center revenue its main growth engine.
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Record reviewed as of 2026-01-15 — see Methodology.