35 Most Important AI Stocks for 2025 According to JPMorgan

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19. Arista Networks, Inc. (NYSE:ANET)

Number of Hedge Fund Holders: 70

Arista Networks, Inc. (NYSE:ANET) engages in the development, marketing, and sale of data-driven, client-to-cloud networking solutions for data center, campus, and routing environments. In May 2024, Arista announced a collaboration with NVIDIA to deliver holistic AI solutions, aiming to optimize GPU and network performance for AI data centers. This partnership enables customers to configure, manage, and monitor AI clusters uniformly across key components, enhancing efficiency and reducing job completion times. Arista reported robust third-quarter results in 2024, with a 20% year-over-year increase in sales to $1.81 billion and a 30% rise in earnings per share to $0.60. This growth was driven by strong demand for networking solutions in AI data centers, particularly from major technology companies like Meta and Microsoft.

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