Arista surpasses 150M switch ports; Nvidia’s Meta deal heightens Broadcom competition
Arista surpassed 150 million cumulative Ethernet switch ports shipped in Q4 and customers deploy its 100–400Gb products fueling Zacks’ fiscal 2026 sales growth estimate of 18.9% with EPS up 10.7%. Meanwhile, Nvidia’s new Meta networking chipset deal could intensify competition for Broadcom and data-center hardware suppliers.
1. Arista’s Q4 port shipment milestone
Arista reported shipments of 150 million cumulative Ethernet switch ports in the fourth quarter, driven by strong adoption of its 100GbE offerings and rising traction in 200 and 400Gb products, reinforcing its leadership in high-performance cloud and data center networking.
2. Nvidia secures Meta networking chip deal
Nvidia won a networking chipset contract with Meta Platforms, potentially displacing Broadcom silicon in major data centers and heightening competition among switch-chip suppliers, with implications for hardware partners and ecosystem dynamics.
3. Fiscal 2026 outlook and growth drivers
Analysts forecast Arista’s fiscal 2026 sales to grow 18.9% and EPS to rise 10.7%, supported by its CloudEOS Edge software, AI-driven network architectures and multi-cloud solutions, though rising operating costs and supply bottlenecks could pressure margins.