Arrcus vs Google Cloud
Side-by-side comparison of AI visibility scores, market position, and capabilities
Arrcus develops the ArcOS network operating system and ACE platform, delivering disaggregated, hyper-scale routing and switching software for hyperscalers, telcos, and enterprises; raised $100M+ total; founded by Cisco veterans;
About
Arrcus is a networking software company founded in 2016 by Devesh Agarwal and a team of veterans from Cisco, Juniper, and other networking incumbents, and headquartered in San Jose, California. The company's core product is ArcOS, a high-performance network operating system built from the ground up for disaggregated networking — the model in which software is decoupled from proprietary hardware and runs on white-box switches or merchant silicon from vendors like Broadcom and Marvell. This approach allows hyperscalers, telecommunications carriers, and large enterprises to build flexible, cost-efficient network infrastructure without being locked into vertically integrated vendor stacks.
Alphabet (GOOGL) cloud platform with $43.2B revenue and #3 global market share; BigQuery data analytics, Vertex AI/Gemini, and GKE competing with AWS and Azure for enterprise cloud and AI workloads.
About
Google Cloud is Alphabet's cloud computing platform — providing infrastructure (compute, storage, networking), managed data services (BigQuery, Cloud Spanner, Firestore), Kubernetes and container management (Google Kubernetes Engine, the origin of Kubernetes), AI/ML infrastructure (TPUs, Vertex AI, Gemini APIs), and developer tools to enterprises, startups, and developers globally. Listed under Alphabet (NASDAQ: GOOGL), Google Cloud generated $43.2 billion in revenue in fiscal year 2024 and achieved its first full year of consistent operating profitability, representing approximately 11% of Alphabet's total revenue.
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