Arista Networks, Inc. (ANET) partners with Fortinet, Inc. (FTNT) to offer a Secure AI Data Center Solution for efficient deployment and scaling of secure AI infrastructure. The solution combines Arista’s networking with Fortinet’s security for a safe, scalable architecture.

Data centers face increased traffic due to AI workloads, making cluster load balancing essential. Arista provides high-performance networking with cluster load balancing to connect servers, GPUs, and storage for fast, reliable AI workloads.

The AI data center market is projected to grow to $60.49 billion by 2030, with Arista poised to benefit from this trend through innovation and collaborations. The partnership expands Arista into secure AI data centers, showcasing its networking capabilities in the growing AI market.

Arista recently launched R4 Series routers for AI and data centers, offering high performance, low power use, and integrated security at a competitive cost. The company continues to enhance its AI-focused networking technology to support large AI workloads and data centers.

Competitors like Hewlett Packard Enterprise (HPE) and Cisco Systems, Inc. (CSCO) are also focusing on AI solutions. HPE is expanding its GreenLake cloud with AI features, while Cisco launches secure networks and devices with AI management to support growing AI workloads.

Arista’s stock has surged 15.6% in the past year, outperforming the industry. The company trades at a forward price-to-sales ratio of 15.4, above the industry average. Earnings estimates for 2025 and 2026 have increased, reflecting positive growth expectations for the company.

Read more at NASDAQ.: Can AI Data Center Partnership With Fortinet Lift Arista’s Shares?