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Posted by
Two Blokes Jul 7 -
Filed in
Stock
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Arista Networks is growing rapidly, driven by demand for high-speed networking in cloud and AI infrastructure, with exceptional profitability and a strong balance sheet. The company is capitalizing on generative AI trends, expanding into enterprise and routing markets, and winning new customers with innovative, scalable solutions. Despite risks from customer concentration, competition (notably Nvidia), and trade policy, Arista's diversified growth and margin resilience stand out.
