Arista Networks and Vertiv Holdings offer long-term exposure to the AI build-out by providing the essential networking, power, and cooling systems required for modern, high-density data centers.
Arista's focus on AI fabric switches and optical modules positions it as a key infrastructure beneficiary for AI data center buildouts over the next decade.
Vertiv's expansion in power and cooling solutions for dense AI data centers supports a structural growth outlook for the coming years.
As the AI industry shifts from R&D to global rollout, Arista Networks and Vertiv Holdings are positioning themselves as essential infrastructure providers. By focusing on high-speed networking fabrics and critical power and cooling solutions, both companies are capturing long-term demand from data center operators scaling dense AI hardware clusters.
They provide the physical backbone—networking, power, and cooling—necessary for AI hardware to function at scale, rather than producing the AI chips themselves.