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Arista builds the high-speed Ethernet switches and the EOS software that wire tens of thousands of GPUs and servers into a single AI cluster. It designs the boxes, buys the switch silicon from Broadcom and has contract manufacturers assemble them — then sells to the cloud and AI titans, where Microsoft and Meta alone are ~35% of its ~$9B revenue.

What Arista Networks, Inc. really sells

Arista builds the high-speed Ethernet switches and the EOS software that wire tens of thousands of GPUs and servers into a single AI cluster. It designs the boxes, buys the switch silicon from Broadcom and has contract manufacturers assemble them — then sells to the cloud and AI titans, where Microsoft and Meta alone are ~35% of its ~$9B revenue.

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