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The AI Supercycle Needs More Than Just Chips. This Growth Stock Builds the Network That Connects Them.

Arista Networks is the non-chip AI play you're looking for.

The AI Supercycle Needs More Than Just Chips. This Growth Stock Builds the Network That Connects Them.

Published July 5, 2026 · Category: Finance

Overview

There are plenty of artificial intelligence (AI) stocks grabbing investors' attention these days, and many of them are semiconductor designers and manufacturers. But while the AI data center boom is driving many chip stocks higher, there are other ways to play the artificial intelligence supercycle.

Arista Networks (NYSE: ANET) is a prime example. The company's networking equipment and software help the biggest tech companies run their AI data centers -- and it could benefit from infrastructure spending for years to come.

Image source: Getty Images.

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Originally published at www.fool.com.

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