Who Arista buys from and sells to
Sells Ethernet switches and EOS software for cloud and AI data centres, built by contract manufacturers on merchant silicon.
Part of AI Capex spending
Buys from 4
Where the chain could break
- Two cloud titans were about 42% of 2025 revenue; a capex pause at either shows up at once
- Top-end switches depend on Broadcom silicon that Broadcom also sells to white-box rivals
Competes with
- CiscoCSCOthe incumbent it took the data centre from
- NVIDIANVDASpectrum-X Ethernet sold alongside its GPUs
- HPEHPEdata centre switching, now with Juniper
- CelesticaCLSwhite-box switches sold straight to hyperscalers
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.