From Nasdaq: 2025-06-28 07:17:00

Advanced Micro Devices (AMD) and Arista Networks (ANET) are benefiting from the AI data center spending surge, with AMD being the stock to own. AMD’s data center revenue is poised for growth with new products like the Instinct MI350 series of GPUs. Nvidia’s competition is strengthening, but AMD’s position remains strong.

Investors looking to invest in AI stocks should consider AMD over Arista. AMD’s position in data center CPUs and strong growth potential make it an interesting investment opportunity, despite some headwinds. On the other hand, Arista, while a market leader in networking, may not see the same earnings growth as AMD in the coming years.

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Read more at Nasdaq: AMD vs. Arista Networks: Which Artificial Intelligence (AI) Stock Is a Better Buy Right Now?