Arista's Strategic Market Moves

This chapter examines Arista's competitive strategies against Cisco, particularly in the campus networking segment, while highlighting strengths in engineering despite a smaller market share. It discusses Arista's acquisition of VeloCloud from Broadcom, emphasizing its potential to enhance SD-WAN offerings and positioning within the enterprise market. Additionally, the chapter touches on the recent significant acquisition of CoreScientific by CoreWeave, focusing on the implications for operational efficiency and vertical integration in AI workloads.