Arista Networks vs Extend
Side-by-side comparison of AI visibility scores, market position, and capabilities
Santa Clara cloud networking (NYSE: ANET) at $7.0B FY2024 revenue (+20%); AI networking +50%, 400G/800G GPU cluster switches for Microsoft/Meta/Google competing with Cisco and NVIDIA InfiniBand for AI data center fabric.
About
Arista Networks, Inc. is a Santa Clara, California-based cloud networking company — publicly traded on the New York Stock Exchange (NYSE: ANET) as an S&P 500 Information Technology component with a market capitalization of approximately $120 billion — designing and selling programmable Ethernet switches, routers, and network management software for cloud data centers, artificial intelligence compute clusters, and enterprise campus networks through approximately 4,400 employees worldwide. In fiscal year 2024, Arista reported revenue of $7.0 billion (+20% year-over-year), with AI networking revenue growing more than 50% as hyperscale customers (Microsoft, Meta, Google) deployed Arista's 400G and 800G Ethernet switches as the network fabric interconnecting tens of thousands of NVIDIA H100 and H200 GPUs in AI training clusters. CEO Jayshree Ullal has led Arista since 2008, executing the strategy of building the world's most advanced Ethernet switching operating system (EOS, Extensible Operating System) and using EOS's programmability and reliability advantages to win the hyperscale cloud data center market from Cisco — a share gain that created Arista's growth from a startup to a $7B+ revenue company in a decade. Arista's EOS software runs across the entire product family (campus, data center, AI cluster switches) with a single code base and management plane, enabling network operators to write Python scripts and custom automation for every switch in the network from one operating system.
San Francisco AI document processing using LLMs for enterprise data extraction from invoices, contracts, and forms; $17M Innovation Endeavors and YC-backed at multi-million ARR serving Brex and Square cash-flow positive.
About
Extend is a San Francisco-based AI document processing platform using large language models to provide accurate data extraction and document understanding for enterprise workflows — turning unstructured documents (invoices, contracts, medical records, financial statements, onboarding forms) into structured data at the accuracy and cost level that manual processing and traditional OCR cannot match at scale. Backed with $17 million raised in combined seed and Series A funding led by Innovation Endeavors with Y Combinator, Homebrew, and angel investors including Adobe's CSO and Vercel's CEO, Extend reached multi-million dollar ARR and cash-flow positive status serving customers including Brex, Square, Checkr, and multiple Fortune 500 companies.
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