Arista Networks → Microsoft
Yes, wafergraph tracks Arista Networks as a supplier of Microsoft, as of 2026-10-09. Microsoft sources from 80 tracked suppliers in this dataset; Arista Networks is positioned as a leader in AI & Data Center, so this edge is harder to replace than a challenger or niche supplier.
Data as of 2026-10-09 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Arista Networks (leader in AI & Data Center) is a tracked supplier of Microsoft (niche in Design (Fabless)). High-speed data-center switching for AI back-end networks. Designs Maia AI accelerators and Cobalt server CPUs for Azure. The edge is one of 80 tracked suppliers of Microsoft and one of 3 tracked customers of Arista Networks.
Source: derived from both company records and the counted edges.
Concentration / risk note
Arista Networks is positioned as a leader in AI & Data Center, so this edge is harder to replace than a challenger or niche supplier. Arista Networks has only 3 tracked customers in this dataset. Demand-side concentration is high.
Basis: supplier position, few customers. Omitted on edges where the graph does not back a concentration claim.
The two companies
Arista Networks (supplier)
High-speed data-center switching for AI back-end networks.
Microsoft (customer)
Designs Maia AI accelerators and Cobalt server CPUs for Azure.
Other tracked suppliers of Microsoft
Other tracked customers of Arista Networks
Frequently asked questions3
- Is Arista Networks a supplier of Microsoft?
- Yes. wafergraph records Arista Networks as a tracked supplier of Microsoft (as of 2026-10-09).
- How many suppliers does Microsoft have?
- The dataset records 80 tracked suppliers for Microsoft.
- How many customers does Arista Networks have?
- The dataset records 3 tracked customers for Arista Networks.
Cite as: wafergraph, “Arista Networks → Microsoft — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/arista/microsoft/ (data as of 2026-10-09).
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