Zacks.com features stocks like Vertiv Holdings Co., Arista Networks Inc., and Astera Labs Inc. as top picks in the AI-focused data center cloud infrastructure developers. The AI market is projected to grow to $1.3 trillion by 2032. Vertiv Holdings is a global provider of critical digital infrastructure with a strong product portfolio and partnership with NVIDIA Corp.

Arista Networks, a cloud networking solutions provider, has a strong AI-focused strategy with EOS Smart AI Suite and Arista AVA. The company’s software-driven approach and diversified product lines position it for long-term growth. Arista Networks is projected to see revenue growth in 2025 and 2026, with solid estimate revisions.

Astera Labs, a developer of connectivity solutions for cloud computing and AI applications, has a robust portfolio to boost prospects. The company expects significant growth from its product families like Aries, Taurus, and Scorpio, with strong demand from leading hyperscalers. Astera Labs is set to see revenue growth in 2025 and 2026, with excellent estimate revisions.

Read more at Nasdaq: The Zacks Analyst Blog Highlights Vertiv, Arista Networks, Astera Labs, NVIDIA, Ballard Power Systems and Intel