Arista NetworksANET

NYSE · USA · Segment 4 of 8 in the AI & digital infrastructure value chain: Data centers

Leading provider of high-speed switches and network software for AI data centers — with significant exposure to hyperscaler demand.

Data centers: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Key metrics

Market cap

$228B

Price

$186.54

Today

+1.0%

Return YTD

+41.0%

Return 1Y

+73.8%

P/E

61.3

P/S

23.5

P/B

16.9

Data as of 2026-07-10 · updates daily after U.S. close

Theme exposure

Data center networkingAI hardwareAI data center networkingHigh-speed switchesHyperscaler demand

In the value chain

Products & services

7000-series switches (800G)
EOS network software
AI networking solutions (Etherlink)

Competitors

Nvidia (InfiniBand/Spectrum)
Cisco
Whitebox vendors

Risks

Very high customer concentration
Nvidia's advance into networking

Supply chain

Supplies →

MicrosoftMSFT Meta PlatformsMETA

Same segment: Data centers

CiscoCSCO Dell TechnologiesDELL AmphenolAPH EquinixEQIX Astera LabsALAB CienaCIEN CoherentCOHR Digital RealtyDLR

See where Arista Networks sits in the full AI & digital infrastructure map — every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →