Arista Is the AI Data Center Networking Stock to Watch

All the data centers hastily going up around the country for AI need networking pipes and software for moving data around. A few companies specialize in selling the networking gear, but one company, Arista Networks, stands out as undervalued on Wall Street. Arista has a much higher gross margin—64%—than rival Celestica, whose margin is only 11%. The two companies have been growing at the same rate, although Celestica is projected to grow a bit faster next year. That might explain...