Arista

Anyone building any kind of system that employs any kind of chippery – which means any device today excepting maybe an old-school hammer or screwdriver – is suffering from the vicissitudes and capriciousness of semiconductor supplies. …

The appetite for network bandwidth is insatiable, as is that of compute and storage, but our enthusiasm to acquire larger and larger chunks of all of these things is curtailed significantly by cost. …

If Andy Bechtolsheim, the chief technology officer at datacenter switching upstart Arista Networks, wanted to design ASICs to try to take a bigger piece of the switch pie – or more precisely, thought that this was a good idea at all – rest assured, Arista would be spending money engineering its own chips and fighting for capacity at the four remaining foundries that have advanced processes. …