This AI infrastructure player is quietly powering the networks in large data centers.

Both stocks are AI networking leaders.

As AI data centers grow larger and more complex, these two AI networking stocks seem well positioned to surge in 2026.

Arista Networks (NYSE: ANET) is a prominent artificial intelligence (AI) data center networking player, providing ultra‑fast Ethernet switches and other cloud-networking solutions that help large ...

Chief Technology Officer Yigal Elbaz outlined the company’s network and technology priorities at a conference discussion held ...

Cisco Systems (CSCO) unveiled a new networking chip aimed at speeding information through large data centers that will potentially compete against products from Broadcom (AVGO) and Nvidia (NVDA).

Enterprises face a gap between legacy security architectures and what modern AI workloads demand, and AI-native SASE ...

Nvidia’s October 2025 announcement that Meta and Oracle are standardizing on its Spectrum-X Ethernet highlighted this shift. Performance in the “megacluster” era no longer hinges on how many TFLOPS a ...

An increased focus on networking and the infrastructure to support AI means a bevy of new and upgraded AI networking tools and platforms for enterprises this year. It’s not hyperbole to say that AI is ...

Forbes contributors publish independent expert analyses and insights. The author of many tech books, Michael Ashley covers AI and Big Data. A few weeks ago, someone asked me a question I did not ...

Arista Networks is becoming a crucial artificial intelligence (AI) infrastructure player by selling ultra-fast Ethernet switches that connect large GPU clusters inside modern AI data centers.