mapping the chain…
Ticker
ANETArista Networks, Inc.
NYSE
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Delayed market data for orientation only — verify before relying on it.
Event exposure history (5 maps)
- ai7216 Jun 2026
Cerebras Lands Multi-Billion OpenAI Deal & Amazon Partnership
benefitsModeratein Networking, Interconnect & Memory“Cerebras cluster scale-out at AWS requires high-throughput Ethernet switching; Arista is the dominant AI networking vendor.”
- ai8214 Jun 2026
Amazon's $17.5B AI Debt Raise Signals $200B Capex Supercycle
benefitsStrongin Networking, Fiber & Connectivity“AI cluster back-end networking is Arista's fastest-growing segment; Amazon is a key hyperscaler customer.”
- ai7212 Jun 2026
IREN Signs $1.6B Dell Blackwell AI Systems Deal to Power $3.4B Cloud Contract
benefitsModeratein Network & Interconnect Infrastructure“Ethernet fabric switching for Blackwell GPU clusters — Arista is the leading non-InfiniBand option.”
- cloud8211 Jun 2026
Oracle Plans $70B AI Spending After Cloud Revenue Jumps 93%
benefitsStrongin Networking & Fiber Infrastructure“Arista's Ethernet switching is the backbone of modern AI GPU cluster interconnects.”
- ai7211 Jun 2026
Amazon borrows $17.5B from banks to fund AI infrastructure buildout
benefitsStrongin Networking, Fiber & Interconnect“Arista is AWS's primary spine and leaf networking vendor; more clusters mean more switch orders.”
Educational analysis only — not financial advice.