Arista Networks
ANETQ2 2023(ANET Q1 FY2023)Estimated0% AI
AI Revenue %
0%
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q for Q1 2023 (period ending Mar 31, 2023). Revenue: $1,351.4M. Filing contains no AI-specific product or revenue discussion. ChatGPT launched Nov 2022 but AI GPU cluster buildouts were still in early planning at hyperscalers. Arista had not yet begun shipping AI-specific 400G spine switches at scale. The filing's forward-looking statements mention 'campus workspace, enterprise data center and security markets' only -- no AI. Ring 1 AI revenue: $0. aiRevenuePct = 0 / 1,351 = 0.0%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix