After coming out with a cool low latency switch..but only albe to sell it to the very very small niche HFT environment... can Arista make a dent in the data center business?
100,000 servers in a data center? not many of those... and with Google being one of the biggest and they use their own "secret" hardware... or.. where data cetners are becoming so much more complex... the software defined data center made up of a orchestration layer on top of servers/storage/network... can Arista be compelling enough? I think not.
http://www.aristanetworks.com/en/news/pressrelease/568-pr-20130501-01
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