2 Millionaire-Maker Networking Stocks Powering the AI Buildout
Chips, large language models, and software may be the flashy parts of the AI boom, but Arista and Ciena are building the roads that keep the whole thing moving.
Overview
The artificial intelligence (AI) trade has been interesting to watch this year. Some of the biggest names in the industry -- think Nvidia, for example -- have exploded over the past five years as AI went from a niche topic to something you hear about everywhere. Now, investors are chasing companies that seem to put "AI" in their pitches at every opportunity.
But I think the more interesting investment opportunities could be in the companies building the infrastructure that makes all of this possible. If you believe a significant share of the money in AI will eventually flow to the businesses building the metaphorical "roads and bridges" rather than the flashy cars, networking is where things get interesting.
Details
Two companies that stand out to me are Arista Networks (NYSE: ANET) and Ciena (NYSE: CIEN) because they have a straightforward job: helping all this new computing power communicate with itself and connect to the rest of the world.
Source
Originally published at www.fool.com.