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.
Publicly traded cloud data management and cyber resilience platform (RBRK) for enterprise backup, recovery, and ransomware protection; converged scale-out infrastructure replaces traditional backup software and media server architectures.
Rubrik is a cloud data management and cyber resilience platform that provides enterprise backup, disaster recovery, ransomware protection, and data governance from a converged scale-out infrastructure that replaces traditional backup software and media server architectures with a software-defined approach running on commodity hardware or cloud. The platform's policy-driven data management engine allows administrators to define service level objectives — backup frequency, retention periods, recovery point objectives, and replication targets — at the virtual machine, application, or workload level, and the Rubrik cluster automatically manages all backup operations, deduplication, encryption, and tiering to object storage or cloud according to those policies without manual job scheduling. This policy-first model eliminates the operational complexity of managing thousands of individual backup jobs and schedules that makes traditional backup administration a full-time function at large enterprises.
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