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.
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.
Irving TX global EPC contractor (NYSE: FLR) at $16.3B 2024 revenue with $17.7B backlog; new CEO Jim Breuer May 2025 growing data center/semiconductor segment from BHP Olympic Dam to CHIPS Act fabs competing with Bechtel and AECOM.
Fluor Corporation is an Irving, Texas-based engineering, procurement, and construction (EPC) company — publicly traded on the New York Stock Exchange (NYSE: FLR) — providing global energy, chemicals, infrastructure, government, and advanced technology clients with EPC project delivery services across the full capital project lifecycle from feasibility through commissioning and maintenance. In 2024, Fluor reported $16.3 billion in revenue (Fortune 500 #265) with $9.5 billion in new awards and an $17.7 billion ending backlog, demonstrating pipeline growth driven by the AI data center construction surge, semiconductor manufacturing expansion (CHIPS Act-funded fabs), and life sciences facility build-out. In May 2025, Jim Breuer was named CEO, succeeding David Constable who became Executive Chairman. Founded in 1912 (113-year operating history), Fluor operates through Urban Solutions (infrastructure, manufacturing, life sciences), Mission Solutions (government), and Energy Solutions (oil, gas, chemicals, renewables) segments.
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