Arista Networks Stock Soars on AI Hype – NVIDIA Rivalry Raises Eyebrows
Stock Surge Fueled by AI Data-Center Boom Arista’s stock has been on a tear. From late 2024 into October 2025, ANET soared roughly 59% ts2.tech, vastly outpacing broader indices. Investors have flocked to the company as a beneficiary of surging AI and cloud infrastructure spending. Arista makes the high-speed switches and routers that serve as the “traffic controllers” in modern data centers. Hyperscale customers (like Meta, Microsoft and other cloud providers) have ramped up orders for Arista’s AI-optimized gear, betting it can handle the low-latency, high-throughput needs of new AI models. This surge in demand was reflected in Arista’s latest
