ANET use broadcom ASIC, Cisco has its own SiliconOne asic

plus broadcom asic if customer ask.    In AI ara,  ask AI build a network OS is not difficult. 

This make Arista not valuable  compare to Cisco.    
Cisco datacenter bu is similar like Arista,  but Arista has $178B that is 60% cisco market cap.

Arista once in $200B market cap.   In AI ara,  need build ASIC in order to be valuable.