AVGO · ANET 10-KFeb 19 '25
“In particular, we are primarily reliant upon our predominant merchant silicon vendor, Broadcom, for our switching chips.”
MSFT · ANET 10-KFeb 19 '25
“For example, sales to our end customer Microsoft represented 20%, 18% and 16% of our total revenue for the years ended 2024, 2023 and 2022 respectively.”