Is Arista Networks a Smart Buy for the Next Phase of AI Infrastructure?

When investors talk about the growing artificial intelligence (AI) market, they tend to focus on chipmakers like Nvidia and cloud leaders like Microsoft (NASDAQ: MSFT). However, the AI boom also generates strong tailwinds for companies that help data centers expand their AI infrastructure to support those demanding applications.One of those top AI infrastructure plays is Arista Networks (NYSE: ANET), which provides networking hardware and software for many of the top cloud and AI companies. Its stock has already rallied more than 953% over the past five years -- but is it still a worthwhile investment?Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool