Give me a vertical stacked bar showing market size historic trendline and future projection for all markets Arista networks plays in
Arista Networks' addressable markets: TAM by segment, 2024 actual and 2028-2030 projected (USD B). Sources: Arista Q2'25 slides ($41B 2024, $70B 2028), Analyst Day Oct'25 ($105B 2029), mgmt commentary Mar/Jun'26 (~$160B 2030); segment splits per company disclosure ($60B/$30B/$15B for 2029).
Raw data
| Category | Data center & cloud networking (incl. AI) | Campus & routing (enterprise adjacencies) | Network software & services |
|---|---|---|---|
| 2024 (actual) | 24 | 12 | 5 |
| 2028E | 42 | 19 | 9 |
| 2029E | 60 | 30 | 15 |
| 2030E | 98 | 42 | 20 |
Share of Arista's TAM by market: AI/data-center networking climbs from ~59% (2024) to ~61% (2030), while campus/routing and software scale up in absolute terms. Derived from segment splits in the stacked bar.
Raw data
| Category | Data center & cloud networking (incl. AI) | Campus & routing (enterprise adjacencies) | Network software & services |
|---|---|---|---|
| 2024 (actual) | 58.5 | 29.3 | 12.2 |
| 2028E | 60.0 | 27.1 | 12.9 |
| 2029E | 57.1 | 28.6 | 14.3 |
| 2030E | 61.3 | 26.2 | 12.5 |
Arista's addressable market grows from ~$41B (2024) to ~$160B (2030), with AI/data-center networking driving roughly 60% of the total.