AI datacenter Ethernet switches
Arista Networks
The leader in high-speed Ethernet switches for AI and cloud datacenters. 2024 revenue $7B (+19.5%). Microsoft and Meta each spend $1B+ a year, together 35%+ of revenue (cloud titans 48%). Depends on Broadcom (Tomahawk/Jericho) for switch silicon; Meta built AI clusters on the 7700R4.
ANET Updated Jun 21, 2026 1 AI consumers
Arista Networks2024 revenue $7B
Financials & Segments
- Total revenue · 2024 revenue $7B (+19.5%)
- Customer concentration · Microsoft and Meta ~48%; depends on Broadcom switch silicon.
- Segments · Ethernet switches and software
Revenue from
- Microsoft High confidence· Revenue ~$7B · FY2024 · annual revenue
Supplies AI datacenter Ethernet switches to 마이크로소프트.Confirms KO ITWorld Published Aug 1, 2025: "Meta builds AI clusters on the 7700R4." Confirms EN Arista Published Feb 18, 2025: "2024 revenue $7B (+19.5%); cloud titans 48%." Confirms EN SEC EDGAR Published Feb 18, 2025: "10-K: Ethernet-switch revenue concentrated in MS and Meta." - Meta Platforms High confidence
Supplies AI datacenter Ethernet switches to 메타 플랫폼스.Confirms KO ITWorld Published Aug 1, 2025: "Meta builds AI clusters on the 7700R4." Confirms EN Arista Published Feb 18, 2025: "2024 revenue $7B (+19.5%); cloud titans 48%." Confirms EN SEC EDGAR Published Feb 18, 2025: "10-K: Ethernet-switch revenue concentrated in MS and Meta." - Alphabet (Google) Medium confidence
Supplies AI datacenter Ethernet switches to 알파벳 (구글).Confirms KO ITWorld Published Aug 1, 2025: "Meta builds AI clusters on the 7700R4." Confirms EN Arista Published Feb 18, 2025: "2024 revenue $7B (+19.5%); cloud titans 48%." Confirms EN SEC EDGAR Published Feb 18, 2025: "10-K: Ethernet-switch revenue concentrated in MS and Meta." - Amazon Medium confidence
Supplies AI datacenter Ethernet switches to 아마존.Confirms KO ITWorld Published Aug 1, 2025: "Meta builds AI clusters on the 7700R4." Confirms EN Arista Published Feb 18, 2025: "2024 revenue $7B (+19.5%); cloud titans 48%." Confirms EN SEC EDGAR Published Feb 18, 2025: "10-K: Ethernet-switch revenue concentrated in MS and Meta."
Pays to
- Broadcom High confidence
Buys switch silicon (Tomahawk/Jericho) from Broadcom.Confirms KO ITWorld Published Aug 1, 2025: "Meta builds AI clusters on the 7700R4." Confirms EN Arista Published Feb 18, 2025: "2024 revenue $7B (+19.5%); cloud titans 48%." Confirms EN SEC EDGAR Published Feb 18, 2025: "10-K: Ethernet-switch revenue concentrated in MS and Meta." - Marvell Medium confidence
Buys optical DSP and connectivity from Marvell.Confirms KO ITWorld Published Aug 1, 2025: "Meta builds AI clusters on the 7700R4." Confirms EN SEC EDGAR Published Feb 18, 2025: "10-K: Ethernet-switch revenue concentrated in MS and Meta." Confirms EN Arista Published Feb 18, 2025: "2024 revenue $7B (+19.5%); cloud titans 48%." - 광모듈·트랜시버 (비공개) Low confidence
Optical modules and transceivers (undisclosed).Mentions EN Arista Published Feb 18, 2025: "Optical interconnect."
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.
Leading firms (revenue chain)
Beneficiaries (payment chain)
- T1 Marvell, Broadcom
- T2 TSMC, SK hynix, Samsung Electronics, Samsung Electro-Mechanics, Micron Technology, United Microelectronics (UMC), Synopsys, Cadence Design Systems, Arm Holdings
- T3 ASML, Applied Materials, Lam Research, KLA, BESI, HPSP, Tokyo Electron (TEL), Shin-Etsu Chemical, SUMCO Corporation, GlobalWafers, Teradyne, Advantest, Hanmi Semiconductor, ASMPT, Hanwha Semitech, Dongjin Semichem, Soulbrain, ENF Technology, Wonik IPS, Jusung Engineering, Foosung, PSK Inc, SK Siltron
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