Arista NetworksANET

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

Arista's 800G switches and the EOS software running them sit inside AI data centres, which makes hyperscaler spending the number to watch.

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

Key metrics

Market cap

$257B

Price

$188.15

Today

−0.3%

Return YTD

+44.0%

Return 1Y

+42.9%

P/E

63.5

P/S

24.4

P/B

17.4

Data as of 2026-08-25 · 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

← Suppliers

Analog DevicesADI CoherentCOHR BroadcomAVGO

Full supply chain for ANET →

Same segment: Data centers

CiscoCSCO Dell TechnologiesDELL AmphenolAPH EquinixEQIX HPEHPE Digital RealtyDLR CoherentCOHR CienaCIEN

Compare ANET

ANET vs CSCO ANET vs DELL ANET vs APH ANET vs EQIX ANET vs HPE ANET vs DLR

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 →