Arrcus vs Microsoft Azure
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.
Azure grew 33% YoY in Q2 FY2025, with AI services contributing 13 points of growth — the fastest-growing major cloud platform driven by OpenAI partnership.
About
Microsoft Azure is Microsoft's cloud computing platform — the #2 global cloud infrastructure provider (approximately 22-23% market share) — offering over 200 cloud services including virtual machines, Azure Kubernetes Service, Azure SQL Database, Cosmos DB, Azure AI and Cognitive Services, Azure OpenAI Service, and the deep integration with Microsoft 365, Dynamics 365, GitHub, and the broader Microsoft software ecosystem. Listed on NASDAQ (NASDAQ: MSFT), Azure is part of Microsoft's Intelligent Cloud segment which generated $105+ billion in fiscal year 2024 revenue, with Azure representing the largest and fastest-growing component.
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