Arista Networks Captures 20–25% of AMD AI Deployments in 200MW India Blueprint
Arista Networks has secured roughly 20–25% of AMD’s AI chip deployments, a notable shift from Nvidia’s 99% share in 2025. This positions Arista to supply networking gear for AMD and TCS’s Helios data center blueprint, which aims to deploy up to 200 megawatts of AI infrastructure capacity in India.
1. Arista Secures AI Deployment Share
Arista Networks has been awarded networking roles for AMD’s AI initiatives, capturing between 20% and 25% of chip deployment projects that were dominated by Nvidia’s 99% share in 2025. This shift reflects growing demand for Arista’s data center switching and routing platforms in AI workloads built on AMD GPUs.
2. Network Role in India Helios Project
In collaboration with Tata Consultancy Services, AMD is rolling out its Helios rack-scale data center design in India to support up to 200 megawatts of AI infrastructure. Arista’s high-throughput Ethernet and AI-optimized switching gear will form the backbone of these Helios deployments, enabling large-scale training and inference clusters.
3. Strategic Implications for Arista
Securing a material share of AMD-based AI projects helps Arista diversify its revenue beyond Nvidia-centric deployments and strengthens its position with hyperscalers and enterprises. Continued expansion into AMD’s full-stack AI compute initiatives could drive incremental sales and deepen Arista’s foothold in next-generation data center networks.