2 Superior AI Infrastructure Stocks to Buy and Hold for 10 Years
Arista Networks and Vertiv Holdings give investors two long-term ways to play the AI boom beyond the crowded chip trade.
Investors seeking exposure to artificial intelligence without focusing on a single chip or popular players should consider infrastructure layer stocks. Two lesser-known companies, Arista Networks (NYSE: ANET) and Vertiv Holdings (NYSE: VRT), are developing critical components for AI growth over the next decade. Both companies are investing in trends that are more structural than cyclical, making them suitable for a 10-year holding period.
Arista Networks has established itself as a key supplier for modern cloud networks and is now focusing on serving as the backbone for large AI systems. Recently, the company launched the 7060XE7 Series, a range of switches designed specifically for rack-scale AI fabrics. These switches treat the network as part of an integrated AI system, rather than an additional layer.
The rationale behind this is straightforward: as AI workloads expand from thousands to hundreds of thousands of accelerators, the connections between these chips become increasingly important. In essence, Arista aims to be the nervous system that ensures large clusters of AI hardware communicate swiftly and reliably for years to come.
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