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Arista Networks SUPPLY CHAIN TRACE

NETWORKING🇺🇸 United States · ANET · NYSE

Arista Networks (NYSE: ANET) is the #1 cloud-scale Ethernet switch vendor, powering AI training cluster networking at AWS, Google, Meta, Microsoft, CoreWeave, and xAI using Broadcom Tomahawk and Jericho ASICs. As AI clusters shift from InfiniBand to large-scale Ethernet fabrics, Arista is positioned as a critical interconnect chokepoint for next-generation GPU clusters.

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UPSTREAM — SUPPLIERS

Broadcom

Custom ASIC and networking chip designer for hyperscalers

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CHIP DESIGNERSsupplies Tomahawk switching ASICs to

Marvell

Custom AI ASIC and networking chip designer for hyperscalers; key supplier of Arm-based data center networking and storage controllers to AWS, Azure, and Google

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CHIP DESIGNERSsupplies PHY and networking ICs to

↓ all supply to Arista Networks ↓

Arista Networks

#1 cloud-scale Ethernet switch vendor; powers AI training cluster networking at AWS, Google, Meta, and Microsoft using Broadcom Tomahawk ASICs

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~35% cloud data center switching
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↓ Arista Networks supplies to ↓

AWS

World's largest cloud provider and AI infrastructure buyer

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CLOUD PROVIDERSsupplies datacenter Ethernet switches to

Google Cloud

Hyperscaler deploying custom TPU AI accelerators (v5e via Broadcom/TSMC) alongside NVIDIA A3 GPU clusters

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CLOUD PROVIDERSsupplies AI cluster Ethernet switches to

Meta

One of the world's largest GPU buyers; designing MTIA v2 custom AI accelerator via TSMC; largest open-source AI model deployer

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AI CONSUMERSsupplies AI cluster Ethernet switches to

Microsoft Azure

Second-largest cloud; OpenAI exclusive compute partner; deploying Maia 100 custom ASIC alongside NVIDIA clusters

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CLOUD PROVIDERSsupplies datacenter Ethernet switches to

CoreWeave

GPU-native cloud provider; operates one of the world's largest NVIDIA H100/H200/B200 clusters for AI training and inference

🇺🇸
CLOUD PROVIDERSsupplies AI cluster Ethernet switches to

xAI

Elon Musk's AI company; built Colossus — world's largest GPU cluster (200k H200 + B200); develops Grok LLM; direct NVIDIA buyer at hyperscale

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AI CONSUMERSsupplies AI cluster Ethernet switches to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Arista Networks's role in the AI chip supply chain?

#1 cloud-scale Ethernet switch vendor; powers AI training cluster networking at AWS, Google, Meta, and Microsoft using Broadcom Tomahawk ASICs

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