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Data Center News > Blog > Global Market > Arista rides AI wave, but battle for campus networks looms
Global Market

Arista rides AI wave, but battle for campus networks looms

Last updated: January 12, 2026 12:12 pm
Published January 12, 2026
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Headquarters of Arista Networks
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Second, Arista’s crew has the know-how chops to construct high-bandwidth, low-latency switches that may scale to create large knowledge heart networks. Arista pioneered the spine-leaf, two-tier structure that’s now customary in massive knowledge facilities. And, over time, it developed a full networking stack of {hardware}, software program, working system, knowledge lake, visibility, administration, automation, AI agent, and security measures, comparable to community detection and response (NDR).

Third, and perhaps most significantly, Arista has a well-honed enterprise technique.

“The entire different distributors have been making an attempt to serve everyone,” says Forrester analyst Andre Kindness. They have been competing towards one another with bloated, feature-laden merchandise aimed on the broadest attainable vary of consumers. Unable to distinguish themselves, they struggled to achieve market share and in the end turned acquisition targets.

“What you noticed with Arista is, ‘We’re not right here to serve everybody, we’re right here to develop merchandise for explicit markets,’” says Kindness. Excessive-frequency inventory merchants needed quick, slimmed down, simply programmable switches, and Arista was pleased to fill that want. Then, because the cloud computing market grew, Arista obtained in on the bottom ground, working carefully with corporations like Microsoft and Meta to develop the networking infrastructure for hyperscale knowledge facilities.

“Arista has been laser centered in reaching the correct buyer segments with the correct options. They began sturdy within the monetary providers sector with their ultra-low latency and excessive throughput change answer. Successful enterprise from the hyperscaler section with their cloud networking options positioned them extra solidly on the map as these pivotal clients drive excessive volumes of repeatable enterprise,” says Omdia analyst Adeline Phua.

See also  New Manchester data centre appoints Principle Networks

Actually, almost half of Arista’s income comes from what the corporate refers to because the “cloud titans.”

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TAGGED: Arista, Battle, campus, Looms, Networks, rides, Wave
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