ANET vs CSCO: Arista Networks and Cisco Systems as AI Stocks
Arista Networks (ANET) and Cisco Systems (CSCO) are both tracked in the Supercycle AI universe. CSCO is the larger company at $419.61B versus $256.62B, and ANET carries the higher AI Exposure Score (80 vs 32, Core tier), meaning its business depends more directly on AI demand.
Market data as of the close on . Prices are end of day, not live.
Side by side
| Metric | ANET | CSCO |
|---|---|---|
| Price | $203.47 | $106.43 |
| Market cap | $256.62B | $419.61B |
| 24h change | -0.95% | -0.01% |
| 7d change | +5.51% | -1.22% |
| 1y change | +42.65% | +61.37% |
| P/E ratio | 64.4 | 32.0 |
| AI Exposure Score | 80 (Core) | 32 (Growing) |
| Sector | Technology | Technology |
| Buildout layers | Networking & Optics | Cloud & HyperscalersCybersecurity AI |
ANET's role in the buildout
Arista sits in the Networking & Optics layer of the buildout, connecting the compute layer together. AI clusters only work if thousands of GPUs can exchange data at extreme speed, and Arista's Ethernet switches and software provide that fabric for hyperscalers like Microsoft and Meta. AI cluster networking is now the central growth driver on top of its cloud networking base, which earns it an AI Exposure Score of 80 out of 100.
CSCO's role in the buildout
Cisco sits in the Cloud & Hyperscalers and Cybersecurity AI layers. AI infrastructure orders from hyperscalers and enterprises, switches and optics for AI clusters, have become a headline growth driver for a company whose networking base is otherwise mature. The open question is share: its exposure hinges on winning Ethernet-based AI cluster deployments against Arista and whitebox rivals. Supercycle scores its exposure as moderate, real AI momentum on top of a very large legacy business.
Frequently asked questions
Is ANET or CSCO the bigger company?
Cisco Systems is bigger: $419.61B versus $256.62B by market cap, as of the latest end-of-day data.
Which has more AI exposure, ANET or CSCO?
Arista Networks does: its AI Exposure Score is 80 (Core tier) versus 32 (Growing). The score measures how much of the business depends on AI, not which stock is the better investment.
Build your own comparison of any tracked stocks with the compare tool, or see how the layers fit together in the Start Here guide. Nothing here is investment advice; see the disclaimer.