ENTITY · arista
Arista NetworksANET
United States·networking systems·leader·$213.6B mkt cap
High-speed data-center switching for AI back-end networks.
CLEAR · 0–39
37/100 illustrative
Underwriting Thesis
CLEAR — Arista Networks: sole-source / single-point-of-failure dominance compounded by sanctions exposure in its immediate supply path in networking systems. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence65
Sanctions Exposure45
Downstream Criticality43
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MArista Networks → Microsoft → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 2
- BroadcomUnited StatesDOMESTIC
- Marvell TechnologyUnited StatesDOMESTIC
Key Customers · downstream · 3
- MicrosoftUnited StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC