Sometimes I wonder if the "in house" networking projects are just a ruse to get vendors jumping whenever you call. The brainpower and talent that a company like Arista can dedicate to projects is much more than a tiny division inside Google or FB. Not hating on Google or FB, just trying to figure out their game.
I mean, these ToR switches really are super cheap if you buy direct from ODM. For designing your own ToR, you'll need at least a team of 5-6 people each making $400-500k annually at a company like Google or FB. How much is the cost savings per ToR switch in capex? $10/switch? In opex? I think it might make opex sense.
You'll build and run your own mgmt plane OS for sure, but that's tangential to building your own hardware.
Control-plane/management-plane software is often written by these companies or by contractors.
NICs are another story. MSFT and AMZN both build their own NICs using either FPGAs or custom silicon.
It seems like putting an artificial timeline on feature development would not be in Google or Facebook's best interest.
Google does operate (lots of) vendor gear, particularly at their network edge.
https://www.blog.google/topics/google-cloud/cisco-and-google...