Arista Networks vs Cisco

Arista Networks — Hardware · Public · $246.4B mkt cap · 4 of 4 figures sourced  |  Cisco — Hardware · Public · $433.3B mkt cap · 4 of 4 figures sourced

Relationship

Arista's FY2016 10-K names Cisco as the market's dominant incumbent in data-centre networking, the category both now sell AI-cluster fabric into.

2 of 2 capabilitiesShared product typeSame scale bandNamed in filingConnect AI clusters

2 of 2 capabilities — Shares AI compute hardware and interconnect.

Ludbee capability tags · from the product records

Shared product type — Both ship hardware.

Ludbee product records

Same scale band — Both large-cap.

Ludbee scale bands · from valuation and funding figures

Named in filing — “The data center networking market has been historically dominated by Cisco Systems, with competition also coming from other large network equipment and system vendors including Brocade Communications Systems..., Dell/EMC, Hewlett Packard E…”

sec.gov · checked 2017-02-01

Connect AI clusters — Rivals on this job — Link accelerators, memory and storage inside AI servers and across racks — the interconnect and switching layer of a training cluster.

Ludbee needs vocabulary · the scope on the sourced edge

Aligned comparison

FieldArista NetworksCisco
Market cap$246.4B$433.3B Cisco has 76% more
Employees5,11586,200 Cisco has 17× more
Founded20041984 20 yrs earlier
StatusPublicPublic match
CategoryHardwareHardware match
Stack layerHardwareAI agent, Application, Hardware
HeadquartersSanta Clara, USASan Jose, USA

Capability overlap

Shared · 2

AI compute hardwareInterconnect

Not verified for Arista Networks · 15

Accelerator siliconAgent orchestrationCustomer supportData analysisData securityEvaluation and observabilityGuardrails and safetyModel inferenceModel trainingServer systemsSpeech to textSummarizationThreat detection and responseVoice agentWorkflow automation

Recorded for Cisco. Arista Networks’s product records say nothing either way — a missing record is not a missing capability.

Arista Networks has no capability Cisco lacks, among the 2 recorded here.

Products, side by side

Hand-checked pairing

Arista Networks

Hardware

7060X5 SeriesHardware

Fixed-configuration data centre switch offering up to 32 ports of 800G or 64 ports of 400G, marketed by Arista for hyperscale cloud and AI/ML networking.

7060X6 SeriesHardware

Fixed-configuration data centre switch delivering up to 51.2 Tbps with up to 64 ports of 800G, positioned by Arista for AI and hyperscale leaf-spine networking.

7060XE7 SeriesHardware

Fixed-configuration switch delivering 102.4 Tbps per system with 1.6 Tbps port speeds, built by Arista for large-scale AI cluster interconnect across scale-up, scale-out and scale-across topologies.

7388X5 SeriesHardware

Modular switch built on a single 25.6 Tbps packet processor offering 128 ports of 200G or 64 ports of 400G, positioned by Arista for hyperscale cloud and AI/ML networking.

7700R4 Series (Distributed Etherlink Switch)Hardware

Distributed Etherlink Switch offering over 27,000 lossless 800GbE ports at petabit-per-second scale, built by Arista for large-scale AI/ML accelerated-computing clusters.

7800R4 SeriesHardware

Modular spine switch delivering up to 460 Tbps across 576 ports of 800G, including a 7800R4C-36PE line card optimised for accelerated-computing clusters.

Cisco

Hardware

Cisco AI PODsHardware

Pre-validated modular AI infrastructure bundles that combine Cisco UCS servers, NVIDIA GPUs, Nexus 9000 400G/800G switching and management software into single orderable stacks for AI inferencing, training and fine-tuning.

Cisco AI PODs for CollaborationHardware

Turnkey on-premises AI appliance that runs real-time speech transcription for Cisco collaboration deployments locally, for customers with data-sovereignty requirements that rule out cloud AI services.

Cisco Nexus Hyperfabric AIHardware

Cloud-managed full-stack AI cluster sold as hardware plus software plus service, packaging Cisco 6000 and N9300 series switches on an 800GbE back-end fabric, UCS servers with NVIDIA H200 GPUs and BlueField DPUs, optional VAST storage and NVIDIA AI Enterprise under the Hyperfabric cloud controller.

Cisco Silicon OneHardware

Unified programmable networking-silicon architecture for AI, hyperscale, data-centre, service-provider and enterprise routing/switching, spanning five series (G/P/E/K/A) of chip families.

No counterpart

Cisco sells these in a stack layer with no product recorded for Arista Networks yet — nothing on the other side to compare them against.

Application

AI Assistant for Webex Contact CenterApplication

AI assistant for contact-centre agents and supervisors that produces call and transfer summaries, live transcription, suggested chat replies, topic analytics, automatic CSAT scoring and agent burnout signals.

Cisco AI CanvasApplication

AgenticOps workspace where teams and AI agents collaborate to investigate, correlate and resolve issues across domains: natural-language querying, multi-step agent workflows, shared real-time visibility, and native Cisco plus third-party tool integration via Cloud Control Studio.

Cisco AI DefenseApplication

End-to-end AI security product that discovers an organisation's AI assets, red-teams models and applications for vulnerabilities, and enforces runtime guardrails against prompt injection and data leakage.

Cisco IQApplication

Agentic support intelligence delivered inside Cisco Support and Professional Services — 'the delivery vehicle for everything Cisco Support and Professional Services knows about your environment, made continuously available before you ask for it' — generally available as SaaS since April 2026 and included with existing support contracts.

Webex AI Workforce Engagement ManagementApplication

AI-native workforce engagement suite for contact centres that forecasts demand and optimises shifts, uses NLP and LLMs to evaluate 100 percent of human and AI agent interactions (AI Quality Management), and runs performance coaching and AI-led onboarding simulations.

AI agent

Webex AI AgentAI agent

Autonomous customer-service AI agent that handles inquiries conversationally across voice, SMS, email, chat and messaging apps and escalates to a human agent with context when it cannot resolve.