Investors looking for the next phase of artificial intelligence (AI) infrastructure growth may want to look beyond semiconductor sector designers and examine the networking backbone tying the compute together. Arista Networks (NYSE: ANET) recently hit an all-time high of about $217, capping a year-to-date climb of around 61%.
This price action reflects a shift in how hyperscalers approach data center architecture. Cloud providers are actively seeking alternatives to single-vendor systems that lock them into specific hardware ecosystems.
