Arista Networks (ANET)
#1 hyperscaler cloud networking supplier. 400G/800G switches for AI back-end fabrics. Meta and Microsoft top customers.
- Ticker: ANET
- Sector: networking (cloud networking)
- DC exposure tier: high
Arista Networks (ANET) is a high-exposure name in the data-center supply chain in the networking sector. Data Center Index tracks Arista Networks's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
Cloud and AI back-end switching for hyperscalers; cloud titans are the largest customer concentration disclosed in the 10-K.
Tracked Arista Networks data center projects
- Microsoft Fairwater Wisconsin — 3.3 GW, Mount Pleasant, WI · operational
- Meta Hyperion — 2.3 GW, Holly Ridge, LA · operational
- OpenAI Stargate Abilene — 1.2 GW, Abilene, TX · operational
- Meta Prometheus — 1.1 GW, New Albany, OH · operational
- Azure Northern Virginia — 1.0 GW, Northern Virginia, VA · operational