The AI surge is driving demand for data center infrastructure beyond AI models, benefiting companies like Arista Networks and Vertiv. Arista reported a 58.5% revenue jump to $3.66 billion in Q3 2026, fueled by high-speed networking needs for AI workloads, and expects continued growth. Vertiv, which supplies power and cooling systems for data centers, saw a 61% sales increase to $4.31 billion and a 78% rise in adjusted earnings per share, reflecting strong AI infrastructure demand. Both companies face risks from supply chain issues and customer spending fluctuations, but their recent earnings highlight significant growth opportunities tied to expanding AI data centers.
Arista Networks (ANET) and Vertiv (VRT) show modest gains on Pluang, with ANET up 0.66% at USD 187.40 and VRT up 0.76% at USD 201.99. Despite strong earnings reports, current Pluang order activity favors selling for ANET at 92%, while VRT sees a more balanced 52% sell and 48% buy split. These figures are as of Nov 10, 2026 17:11 WIB.
