Arista Networks (ANET) quietly positioned at the center of AI growth. Revenue up 27.5% YoY to $2.31 billion in Q3; software and services at 18.7%. EtherLink fabrics power largest AI systems. Balance sheet robust with $10.1 billion in cash. ANET stock up 19% YTD, rated “Strong Buy.”

Arista Networks (ANET) key player in AI infrastructure. Networks facilitate fast, safe data transfer crucial for AI training, inference, and cloud computing. Revenue growth driven by strong demand in cloud, AI, enterprise, and campus sectors. Aim to generate $1.5 billion in AI revenue by 2025. Analysts predict explosive earnings growth.

Read more at Yahoo Finance: This Quiet AI Stock Could Deliver Huge Upside in 2026