MarketPulse

networking hardware

2 articles
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Arista Networks Surges on AI Chip Demand; Analysts See 32% More Upside Ahead

Arista Networks surged 41% in April on AI infrastructure technology wins. Analysts raised targets to $200, implying 32% additional upside.
METAMSFTGOOGGOOGLANETAI data centersanalyst upgrades
Investing.comInvesting.com··Jeffrey Neal Johnson

Optical Networks: The Unsung Infrastructure Powering the AI Boom

Optical fiber infrastructure providers like Lumentum and Nokia capitalize on AI's bandwidth demands, with Lumentum posting 65.5% YoY growth.
NVDANOKLITEartificial intelligencedata center infrastructure