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Arista Networks

Hardware and software for cloud networking

Senior Hardware Systems Engineer - AI Rack & Cluster Infrastructure

Full-Time
$131k - $175k+ Equity + Bonus + Commission
Senior, Expert
Bachelor's
Santa Clara, CA, USA
In Person
Hardware EngineeringHardware Systems Integration
Company Historically Provides H1B Sponsorship

About the job

Requirements
  • A bachelor's degree in Electrical, Mechanical, or Computer Engineering, or a related field, or equivalent practical experience.
  • At least 8 years of experience in rack integration, data center engineering, or hardware systems design, including hyperscale or large enterprise deployments.
  • Deep expertise in structured cabling, high-density networking (Ethernet QSFP/OSFP, PCIe), and spine/leaf architectures.
  • Proven experience with rack cooling, including liquid interfaces and thermal optimization, and power systems, including PDUs and busways.
  • Strong project leadership with NPI experience managing cross-functional deliverables.
  • Proven ability to generate and manage cluster bills of materials, rack elevations, and deployment standards under tight timelines, and assess and make design tradeoffs.
  • Strong technical writing skills for data sheets, briefs, and documentation, plus troubleshooting and communication abilities.
  • Excellent communication, internal and external stakeholder management, and collaboration skills.
Responsibilities
  • Lead the design, validation, and deployment of next-generation rack architectures optimized for hyperscale data centers.
  • Own rack-scale design and deployment of AI and cloud infrastructure by translating cluster architectures into production-ready rack solutions.
  • Integrate networking, power, and cooling into high-density GPU environments to ensure performance, scalability, and serviceability.
  • Lead last-mile execution for hyperscale deployments, working directly with customers and internal teams to bring clusters from design to reality.
  • Design and optimize rack layouts and cabling systems, including fiber/copper routing, patch panels, and high-density interconnects.
  • Drive cross-functional delivery across hardware, thermal, manufacturing, and software teams, from concept through NPI and volume deployment.
  • Create deployment standards and technical documentation, including rack elevations, bills of materials, runbooks, and solution briefs, for operators and customers.
Desired Qualifications
  • Experience with Arista EOS, hyperscale deployments, or ORv3 rack standards.
  • Strong understanding of computer and cluster networks, with exposure to Arista EOS or cloud networking environments.
  • CAD proficiency, including SolidWorks or AutoCAD, and regulatory compliance knowledge.
  • Experience working directly with hyperscalers or with large-scale AI/ML cluster deployments.
  • Experience building or specifying automation tools for bill-of-materials management, configuration generation, or deployment workflows.
  • Proven ability to manage and work with remote vendors and integration partners.
  • CAD proficiency, including SolidWorks or AutoCAD, and familiarity with global safety and regulatory requirements for rack systems.
  • Experience developing or driving standards or multi-source agreements.

About the company

Arista Networks builds high-performance cloud networking hardware and software for large data centers and cloud environments. Its product line includes spine-and-leaf switches and routers that form scalable data-center networks, combined with software for automation and visibility to simplify operations. The network gear is designed for hyperscale and I/O-intensive workloads, offering strong performance and power efficiency. Arista differentiates itself through a focus on scalable, energy-efficient hardware paired with software that improves automation and observability, serving cloud providers, enterprises, and financial institutions via direct sales, partners, and service contracts. The company's goal is to help customers deploy and manage scalable, efficient, and automated data-center networks that meet the demands of large-scale cloud workloads.

Company Size

5,001-10,000

Company Stage

IPO

Headquarters

Santa Clara, California

Founded

2004

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Simplify's Take

What believers are saying

  • August 4, 2026 revenue guidance rose to $12.6 billion, up 40%.
  • AI networking revenue targets $3.5 billion in 2026; over 100 Etherlink customers now.
  • Q2 2026 revenue reached $3.04 billion, and supply visibility improved into 2027.

What critics are saying

  • Q2 2026 purchase commitments hit $9.7 billion, tying growth to scarce components.
  • CEO called the industry shortage a 2028 problem; missed parts crush 2027 shipments.
  • Microsoft and Meta still drive revenue concentration; one spending pause hits earnings hard.

What makes Arista Networks unique

  • Arista’s EOS and Etherlink AI fabric unify data-center, campus, and AI networking.
  • August 4, 2026 guidance shows software-driven execution, not commodity switching sales.
  • Microsoft and Meta have backed Arista for over a decade, validating enterprise trust.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Performance Bonus
  • Company Equity

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Yahoo Finance
Oct 20th, 2026
Arista Networks stock falls 18% from record despite no miss; model sees ~$463 target by 2030

Arista Networks shares fell 18.34% in five sessions, from a record close of $216.74 on October 9, 2026, to $176.98 on October 16. The company reported no miss and cut no guidance. Reuters tied the selling to doubts that debt-funded AI infrastructure firms can earn enough to cover their borrowing. Arista held $13,343.3 million in cash and marketable securities and no debt as of June 30, 2026. Its exposure runs through customers, such as neocloud providers, rather than its balance sheet. The stock rebounded 3.37% to $182.95 on October 19. Its forward price-to-earnings ratio dropped to 38.05x from 43.83x on September 30. The next test is November 3, when Arista reports. The Street expects about $3.6 billion in fourth-quarter revenue.

Yahoo Finance
Oct 19th, 2026
Arista earnings on November 3: Q4 guidance above $3.6B could send the stock soaring

Arista Networks will report third-quarter earnings on November 3, and investors will watch its fourth-quarter outlook most closely. Wall Street expects fourth-quarter revenue of $3.6 billion and earnings of $1.15 per share. The AI networking company makes Ethernet switches that move data between processors in large AI data centres. Analysts expect third-quarter revenue of $3.33 billion and earnings of $1.08 per share, in line with Arista's own forecast of about $3.3 billion. In the second quarter, revenue rose 37.7% from a year earlier to $3.03 billion. Earnings per share were $0.95, up from $0.70. Nvidia and Cisco Systems also compete in AI networking, and Arista relies heavily on spending by major cloud companies.

Yahoo Finance
Oct 17th, 2026
Arista's 45.4% operating margin dwarfs Vertiv's 19.5%, but Vertiv trades at a lower cash-flow multiple

Arista Networks and Vertiv Holdings both gain as AI data centres come online, but Arista keeps far more of each sales dollar as profit. Arista supplies data-centre networking; Vertiv supplies power and cooling. Arista's second-quarter revenue was $3.036 billion, up 37.7%, with a 45.4% GAAP operating margin. Vertiv reported $3.274 billion in sales, up 24% (18% organic), with a 19.5% GAAP operating margin. A five-point margin drop at constant revenue would cut Arista's operating profit 11.0% and Vertiv's 25.6%. Arista's cushion costs more. Trailing cash-flow multiples were about 45 for Arista and 28 for Vertiv. Vertiv's adjusted free cash flow reached $925 million, helped by favourable working-capital timing.

Yahoo Finance
Oct 15th, 2026
Arista Networks stock is up 54% this year, beating Nvidia and Cisco, on $3.03B quarterly revenue

Arista Networks (NYSE: ANET) is becoming a core player in AI infrastructure by making high-speed Ethernet switches that move data between chips, servers, and storage in data centers. Its stock has risen 54% this year, ahead of Cisco's 50% and Nvidia's 20%. Second-quarter revenue was $3.03 billion, up 37.7% from a year earlier. Net income rose to $1.21 billion from $888 million. On October 7, Arista announced a rack-scale networking design with partners including AMD, Broadcom, Meta Platforms, Microsoft, and Qualcomm. It supports up to 144 AI accelerators in a single hop, scaling to 1,024 across racks. Arista reports third-quarter earnings on November 3, and expects revenue of $3.3 billion. It faces competition from proprietary systems and from cloud customers that may build their own equipment.

Yahoo Finance
Oct 14th, 2026
Arista beat the S&P 500 five years running, a feat only 10 of 484 stocks managed

Arista Networks (ANET), which sells network switches, has beaten the S&P 500 for five straight years. Only 10 of the 484 index members with five years of price data did the same. Chance alone would produce about five such stocks, so luck explains some of the streak. Arista's results suggest more than luck: net income rose in every year, up 416% over the period, while the share price gained 852%. Revenue rose 37.7% year on year in the second quarter of fiscal 2026. Management raised its full-year revenue growth outlook to 40%. Net income growth slowed to 20% in the latest twelve months, from 26% the year before. Arista reports third-quarter results on November 3, 2026.