When investors think about artificial intelligence (AI) infrastructure, Nvidia is often at the top of the list. Nvidia has become the world's largest company thanks to its vaunted graphics processing units (GPUs), which are considered indispensable for training and running AI models. Another side of the coin is Cisco Systems, a blue chip tech company that makes switches, routers, and other equipment that moves information through data centers. But there's another company that deserves attention: Arista Networks (NYSE: ANET) .
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