Arista Networks

10-K for FY2022 (period ending Dec 31, 2022). Q4 2022 revenue: ~$1,276M (FY2022 $4,381M minus 9-month $3,106M). The annual report discusses cloud networking, campus, enterprise, and routing markets. No mention of AI networking products, AI GPU clusters, or AI-specific switching. Business strategy focused on 'campus workspace, enterprise data center and security markets.' Ring 1 AI revenue: $0. aiRevenuePct = 0 / 1,276 = 0.0%.