Compare AI capex
Head-to-head capital expenditure. Pass ?a=, ?b= and optionally ?c= tickers in the URL.
| Metric | SMCI | ANET |
|---|---|---|
| Company | Super Micro Computer, Inc. | Arista Networks, Inc. |
| Total capex | $162M | $120M |
| AI-attributed (est.) | — | — |
| Period | FY2026 | FY2025 |
| Figure type | Reported actual | Reported actual |
| Sector | Technology | Technology |