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Arista Networks
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competes with (2)
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Nvidia
stablePositive
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Timeline

Nvidia2026-06-09

NVFP4 achieves 1.8x training speedup over FP8 on GPT-3 175B model with no accuracy loss claimed for models up to 70B.

Nvidia2026-06-09

NVIDIA announced NVFP4 4-bit precision format for Blackwell GPUs integrated into MaxText.

Nvidia2026-06-08

Qualified HBM4 from Samsung, SK Hynix, and Micron for Vera Rubin

Nvidia2026-06-05

Nvidia launches Cosmos 3 at CVPR

Nvidia2026-06-03

Launched physical AI agent skills, Alpamayo 2 Super, Cosmos 3, and other tools at CVPR

Nvidia2026-06-01

Announced new Windows SoC for AI PCs targeting on-device inference

Arista Networks2026-04-23

Announced updated AI networking revenue target of $3B+ by 2026, driven by open Ethernet adoption

Ecosystem

Arista Networks

competes withNvidia1 src
developedArista 7800R41 src
hiredJayshree Ullal1 src

Nvidia

developedBlackwell28 src
developedH10020 src
developedNemotron 3 Super14 src
developedNemotron-Cascade 212 src
hiredJensen Huang10 src
investedOpenAI7 src

Related Comparisons

Arista Networks vs Nvidia — AI Comparison 2026 | gentic.news