Arista Networks, Inc. (ANET) Competitors & Peers
The 5 largest companies in the same industry as Arista Networks, Inc., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| DELL | Peer | $326.20 | P/E 20.4RSI 34Cap 222.8 B |
| STX | Peer | $484.43 | P/E 25.4RSI 30Cap 108.6 B |
| WDC | Peer | $278.80 | P/E 9.8RSI 34Cap 104.1 B |
| SNDK | Peer | $842.28 | P/E 6.7RSI 26Cap 124.7 B |
| P | Peer | $99.15 | P/E 135.8RSI 37Cap 32.8 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- CSCOCompetitor
Arista is Cisco's primary competitor in high-speed data center switching and cloud networking platforms, challenging Cisco's legacy enterprise leadership.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- METASupplier
Arista 7800R3 switches anchor Meta AI clusters (~21% Arista revenue).
Model-inferred, unverified — treat as a lead, not evidence - AVGOSupplier
Broadcom supplies Tomahawk, Jericho, and Trident switch silicon underlying Arista's switching platform.
Model-inferred, unverified — treat as a lead, not evidence - MSFTSupplier
Microsoft Azure deploys Arista switches (~18% Arista revenue).
Model-inferred, unverified — treat as a lead, not evidence - MSFTSupplier
Microsoft Azure deploys Arista switches across hyperscale data center fabric.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLSupplier
Arista switches anchor Google AI fabric.
Model-inferred, unverified — treat as a lead, not evidence - AMZNSupplier
AWS uses Arista switches across fabric.
Model-inferred, unverified — treat as a lead, not evidence - COHRSupplier
Coherent supplies pluggable optics for Arista 800G AI fabric switches.
Model-inferred, unverified — treat as a lead, not evidence - ORCLSupplier
Oracle Cloud Infrastructure uses Arista for GPU cluster networking.
Model-inferred, unverified — treat as a lead, not evidence - MRVLSupplier
Marvell Teralynx switch silicon used in Arista AI fabric switches.
Model-inferred, unverified — treat as a lead, not evidence - OPENAISupplier
OpenAI training clusters via Microsoft Azure use Arista switches.
Model-inferred, unverified — treat as a lead, not evidence